Jobs
>
New York City

    Client Relationship Analyst - New York, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley New York, United States

    3 weeks ago

    Default job background
    Description

    POSITION SUMMARY


    Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care.

    The Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives.

    This is a key role that requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.


    DUTIES and RESPONSIBILITIES:

    CLIENT SUPPORT

    • Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client's specific goals and concerns
    • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current
    • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
    • Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors
    • Confirm authorization and authenticate client when processing requests
    • Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
    • Review and take appropriate action on client account alerts
    • Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings
    • Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative
    • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
    • Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
    • Proactively participate in firm initiatives directed by local management

    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


    • Strong computer skills and knowledge of Microsoft Office products
    • Exceptional writing, interpersonal and client service skills
    • Detail orientated with superior organizational skills and ability to prioritize tasks
    • Team player with the ability to collaborate with others
    • Ability to work in a fast-paced, evolving environment
    • Goal oriented, self-motivated and results driven

    Reports to:

    • Business Service Officer


    Expected base pay rates for the role will be between $35,000 - $85,000 per year at the commencement of employment.

    However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.


    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).
  • Société Générale

    Sales Support Relationship Analyst-

    1 week ago

    Société Générale New York, United States

    **Responsibilities**: · SG Group's Trade Finance & Services Business Line is settling in the US market and is looking for a Middle Office sales associate to support the origination of trade business transactions, the development of trade solutions to corporate clients, as well as ...

  • Santander US

    Analyst - Corporate Banking Relationship Management

    1 week ago

    Santander US New York, United States

    Analyst - Corporate Banking Relationship Management · New York, United States of America · The Analyst, Corporate Banking Relationship Manager plays a key role in building relationships with our highest value clients and is tasked with delivering an exceptional customer experienc ...

  • Santander Consumer USA

    Analyst - Corporate Banking Relationship Management

    1 week ago

    Santander Consumer USA New York, United States

    Analyst - Corporate Banking Relationship Management. New York, United States of America. The Analyst, Corporate Banking Relationship Manager plays a key role in building relationships with our highest value clients and is tasked with delivering an ex Relationship, Management, Ban ...

  • Ares Management

    Analyst, Americas Relationship Management

    2 weeks ago

    Ares Management New York, United States

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. T ...

  • Ares Management

    Analyst, Americas Relationship Management

    3 weeks ago

    Ares Management New York, United States

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. T ...

  • Ares Management

    Analyst, Americas Relationship Management

    3 weeks ago

    Ares Management New York, United States

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. T ...

  • Banco Santander SA

    Analyst - Corporate Banking Relationship Management

    1 week ago

    Banco Santander SA New York, United States

    Analyst - Corporate Banking Relationship Management page is loaded · Analyst - Corporate Banking Relationship Management · Apply · locations · Madison Ave Corp · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Req · Analyst - Corporate Bank ...

  • Santander Consumer USA

    Analyst - Corporate Banking Relationship Management

    2 days ago

    Santander Consumer USA New York, United States

    Analyst - Corporate Banking Relationship Management · Country: United States of America · The Analyst, Corporate Banking Relationship Manager plays a key role in building relationships with our highest value clients and is tasked with delivering an exceptional customer experien ...

  • Bloomingdale's

    Manager, Loyalty Analyst and Customer Relationship Management

    16 hours ago

    Bloomingdale's Long Island City, United States

    · About: Bloomingdales makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdales like no other store in the world. Everyon ...

  • NOMURA

    Investment Management Summer Analyst Program

    3 weeks ago

    NOMURA New York, United States

    Region · - Americas · Division · - Other · Location · - New York · Program type · - Internship · Level · - Analyst · Job description · **Company Overview** · **Investment Management Overview** · **About Our Summer Analyst Program**: · The Summer Analyst Program runs for 10 weeks, ...

  • Neotecra INC

    Procurement Analyst

    2 weeks ago

    Neotecra INC New York, United States

    **Responsibilities**: · The Senior Procurement Analyst is responsible for procuring services and/or materials consistent with the needs of PSEG Long Island Procurement Operations Group. The Senior Procurement Analyst is responsible for accurate procurement planning, innovative so ...

  • Scotiabank

    Associate, Investment Banking, Leveraged Finance

    2 weeks ago

    Scotiabank New York, United States

    **Requisition ID**: 195746 · **Salary Range**: 175, ,000.00 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Title**: Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance - New York, NY · **Glo ...

  • Brown Brothers Harriman

    Performance Reporting Analyst

    2 weeks ago

    Brown Brothers Harriman New York, United States

    What You Can Expect At BBH: · If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will p ...

  • NYC Careers

    Network Analyst

    3 weeks ago

    NYC Careers Manhattan, United States

    **Network Analyst - Information Systems**: · - Apply**Network Analyst - Information Systems**: · - Agency: OFFICE OF MANAGEMENT & BUDGET · - Posted on: 04/17/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: No exam required · Department · Capital and MGM ...

  • Scotiabank

    Associate, Investment Banking

    2 weeks ago

    Scotiabank New York, United States

    **Requisition ID**: 196625 · **Salary Range**: 175, ,000.00 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Title: Associate, Investment Banking, Financial Sponsors Group - US** · **Global Banking and Markets** · Global ...

  • NYC Careers

    Analyst -accounting Services

    3 weeks ago

    NYC Careers Manhattan, United States

    **Analyst -Accounting Services**: · - Apply**Analyst -Accounting Services**: · - Agency: OFFICE OF MANAGEMENT & BUDGET · - Posted on: 04/17/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: No exam required · Department · Office of Budget Review · - Salar ...

  • Wilson Sonsini Goodrich & Rosati

    Client Service Analyst

    2 weeks ago

    Wilson Sonsini Goodrich & Rosati New York, United States

    Location: · - New York- Palo Alto- San Francisco- Washington, D.C.Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion ...

  • NYU Langone Health

    Data Analyst

    3 weeks ago

    NYU Langone Health New York, United States

    **NYU Grossman School of Medicine** is one of the nation's top-ranked medical schools. For 175 years, NYU Grossman School of Medicine has trained thousands of physicians and scientists who have helped to shape the course of medical history and enrich the lives of countless people ...

  • NYU Langone

    Data Analyst

    3 weeks ago

    NYU Langone New York, United States

    **NYU Grossman School of Medicine** is one of the nation's top-ranked medical schools. For 175 years, NYU Grossman School of Medicine has trained thousands of physicians and scientists who have helped to shape the course of medical history and enrich the lives of countless people ...

  • S&P Global

    Director Project Finance

    2 weeks ago

    S&P Global New York, United States

    **About the Role**: · **Grade Level (for internal use)**: 13 · **The Role**: Director, Global Infrastructure/Project Finance North America - S&P Global Ratings · **Grade ( relevant for internal applicants only )**: 13 · **The Location**: New York, NY; Toronto, CA considered · **T ...