Registered Client Relationship Analyst

POSITION SUMMARY

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES :

CLIENT SUPPORT

• Provide service coverage for a FA / PWA / team including :
• Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and / or FA / PWA / team
• Answering general non-investment related questions concerning client accounts including relaying stock positions and providing account balances (e.g. funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and / or documents in a clerical capacity at the direction of the client and / or FA / PWA / team
• Educating or enrolling clients in digital tools (e.g. MSOnline eSign eAuthorization)
• Onboard and maintain client accounts including collecting client information and required documentation in a clerical capacity at the direction of the client and / or FA / PWA / team
• Provide existing clients with details around their account information (e.g. investment objectives risk tolerance)
• Accept or enter unsolicited orders and / or enter solicited orders in a clerical capacity at the direction of the FA / PWA / team
• Assists Financial Advisor(s) / team in delivering against their business plan and client service model
• Supporting the Financial Advisor / team marketing strategy (e.g website maintenance)
• Assist FAs / PWAs / teams in a clerical capacity with research relating to investment portfolio holdings performance reporting etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs / PWAs / teams
• Remaining current on all policies procedures and new platforms
• Participating in firm initiatives (e.g. training or education programs) special projects and / or other duties directed by local management

ADMINISTRATIVE SUPPORT :

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS :

Education and / or Experience

Knowledge / Skills

Reports to :

WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Salary range for the position : $34320 - $90000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits including Medical Prescription Drug Dental Vision Health Savings Account Dependent Day Care Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave consistent with state and local law Parental Leave and 10 Vacation Days annually) 10 Paid Holidays 401(k) and Short / Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership / union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Required Experience :

IC

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 34320 - 90000