Hybrid Client Operations Analyst

474 MS Services Group, Inc.; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley's Parametric group is hiring for roles in Client Relations to support the maintenance of client accounts and relationships. You will work closely with Client Relations Representatives and Senior Representatives to deliver high-quality service for accounts and client activities.

Responsibilities include handling existing client requests, coordinating with internal teams, and ensuring accuracy of asset values, account status, and tax efficiency, while building strong external

Qualifications

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.

Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk.
• Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Skills

Relationship-building

Team collaboration

Communication skills

MS Office

Problem solving

Organization

Attention to detail

Adaptability

Education

4-year degree in economics/finance/marketing/hospitality

Tools

MS Office

Job description

Morgan Stanley's Parametric group is hiring for roles in Client Relations to support the maintenance of client accounts and relationships. You will work closely with Client Relations Representatives and Senior Representatives to deliver high-quality service for accounts and client activities.

Responsibilities include handling existing client requests, coordinating with internal teams, and ensuring accuracy of asset values, account status, and tax efficiency, while building strong external