Client Relationship Analyst

Morgan-Stanley; Toms River (NJ); In loco; USD 23.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability insurance

Paid Time Off

10 Paid Holidays

401(k)

Descrizione del lavoro

Morgan Stanley is seeking a Client Relationship Analyst in New Jersey to provide exceptional client service and support Financial Advisors and teams. The role involves handling client inquiries, executing transactions, and maintaining accurate account information.

You will assist with documentation, digital tool adoption, and preparation of materials for client meetings, while contributing to the firm’s service standards and goals.

Competenze

• High School diploma or equivalent required or preferred.
• College degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.

Mansioni

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions and relay balances.
• Enter profile information and pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for portfolios and prepare client meeting materials.
• Support data entry for new accounts opening and planning.

Conoscenze

Detail oriented

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Formazione

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65 licenses

Strumenti

MS Office

Zoom

Descrizione del lavoro

POSITION SUMMARYClient 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 SUPPORTProvide 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• 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• Educating or enrolling 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• Supporting 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• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementADMINISTRATIVE SUPPORT:• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process• Assisting with general in-office support functions such as copying, filing and scanning documentation• Preparing and submitting expense reports for processing at the direction of the FA/PWAEDUCATION, 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 drivenReports to:• Business Service OfficerTo qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.Salary range for the position: $16.48 and $43.27 per hour. 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 unit’s 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 X 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 mybenefits.morganstanley.com to learn more about our benefit offerings.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .