- Partner with Distribution and other internal teams on existing client relationships, as well as work to establish new advisor/ channel relationships.
- Become the primary contact for assigned accounts as well as oversee activity management for existing clients.
- Effectively utilize internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
- Manage client requests by liaising with internal teams, and effectively utilizing internal resources for information, paperwork, transition analyses, etc.
- Lead and participate as needed on client conference calls and meetings; lead and participate in client/channel onboarding events as requested.
- Provide updated portfolio analysis for new and existing clients.
- Facilitate the termination of client accounts and assist in ensuring final invoice(s) is accurate as needed.
- Communicate account changes and understand departmental implications.
- Build channel guides to mitigate risk during instances of team member absences, and cross-train with peers to ensure coverage.
- Contribute to team projects and support other internal teams as needed/required on ad hoc projects.
- Facilitate the training of new team members
- 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
- A minimum of 2-4 years proven experience working with financial services advisors / money managers.
- Knowledgeable experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
- Keen interest and understanding of investment products and financial instruments such as equities and fixed income.
- Strong relationship-building skills and ability to thrive in team environment crucial.
- Excellent communication skills - both internally/externally in written/oral/auditory essential.
- Proficient with MS Office and the ability to learn additional internal/ external software programs.
- Resourcefulness, problem solving, and organization (ability to prioritize effectively) a must for success.
- Ability to work in fast-paced environment with several hourly deadlines while maintaining a high level of attention to detail. Flexible, willing and able to work long hours as needed.
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Client Relations Representative - Alpharetta, United States - Morgan Stanley
Description
ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients.
A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 2-3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
The Client Relations Representative works closely with Parametric regional sales teams, as well as other cross functional internal teams, to maintain excellent client relationships for the firm.
The Client Relations Representative is the primary contact for our client accounts; their objective is to ensure high level client satisfaction and seamless experience with Parametric across our respective strategies.
PRIMARY RESPONSIBILITIES
JOB REQUIREMENTS
It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Salary range for the position:
$70,000-$150,000/Yr. 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 20 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 to learn more about our benefit offerings.
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.
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).
