Registered Client Relationship Analyst

Morgan-Stanley; Cincinnati (OH); In loco; USD 52.000 - 76.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley in Cincinnati seeks a Registered Client Relationship Analyst to provide day-to-day client support to Financial Advisors and Private Wealth teams. You will help cultivate client relationships, process transactions, and manage account information with a client-first mindset.

The role requires relevant licenses, strong communication, and Microsoft Office proficiency, with emphasis on accuracy, time management, and teamwork in a fast-paced environment.

Competenze

• High School Diploma or GED is required.
• College degree is preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required/preferred.
• Two or more years of industry experience is preferred.
• Knowledge of financial services products (equities, bonds, funds, etc.).

Mansioni

• Provide client support for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA requests and relay account details.
• Answer general non-investment questions and share account balances and margins as needed.
• Enter profile information and pre-fill account documentation in clerical tasks.
• Educate or enroll clients in digital tools and onboarding processes.
• Assist with research for client meetings and prepare materials using firm tools.

Conoscenze

Interpersonal skills

Client service skills

Time management

Detail oriented

Organizational skills

Written communication

Team player

Adaptable / multitask

Goal oriented

Works well in fast-paced environment

Formazione

High School Diploma or GED

College degree preferred

Active Series 7 license

Series 66 or 63 and 65 licenses

Strumenti

Microsoft Office

Descrizione del lavoro

Job DescriptionPOSITION SUMMARYRegistered 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 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/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. MS Online, 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 managementADMINISTRATIVE SUPPORT:• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / 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• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)• Two or more years of industry experience preferredKnowledge/Skills• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts• 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 multitask• 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.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 .