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Morgan Stanley
Client Relationship AnalystMorgan Stanley • Grand Rapids, MI, United States
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Client Relationship Analyst

Client Relationship Analyst

Morgan Stanley • Grand Rapids, MI, United States
30+ days ago
Job type
  • Full-time
Job description

Client Relationship Analyst

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:

  • Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Execute money movement transactions at the request of the client and/or FA/PWA
  • Answer 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
  • Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • 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
  • Support the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support:

  • Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
  • Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintain travel itineraries, preparing expense reports and managing the reimbursement process
  • Assist with general in-office support functions such as copying, filing and scanning documentation
  • Prepare and submit expense reports for processing at the direction of the FA/PWA

Education, Experience, Knowledge, and Skills

Education and/or Experience:

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills:

  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

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Client Relationship Analyst • Grand Rapids, MI, United States

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