Client Relationship Analyst

PowerToFly; Traverse City (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for career growth

Supportive work environment

Job summary

A financial services firm is seeking a Client Relationship Analyst in Traverse City, Michigan. The role focuses on providing exceptional service to clients and supporting Financial Advisors in managing client accounts and transactions. Candidates should have strong organizational, interpersonal, and Microsoft Office skills, with a passion for client service. A high school diploma is required, and a college degree is preferred. This is an on-site position with opportunities for growth within the company.

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred but not mandatory.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 is needed.

Responsibilities

• Provide daily support to Financial Advisors and clients.
• Assist in managing client relationships and transactions.
• Answer client inquiries regarding accounts and transactions.
• Manage administrative tasks including scheduling and data entry.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Time management skills

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

POSITION SUMMARY

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:
• 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., MS Online, 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
• Remain 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, prepare expense reports and manage 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 oriented 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 able to multi-task
• Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

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.

Morgan Stanley's 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).