- Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment
- Cultivate and enhance new and existing client relationships through active communication with
- Identify and assist with Firm services and solutions that support clients' needs including banking
- Partners with the team to prepare performance reports and other data for clients, that may involve
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service
- Supports the team by organizing and arranging client/prospect data, preparing financial plans, client
- Assists the team with the designing and producing of strategy reports and other types of
- Actively engage in available training and education programs - including firm strategic priorities,
- Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial
- High School Diploma/Equivalency
- College degree preferred
- Industry experience is a plus
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- 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
- Business Service Officer
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Registered Client Relationship Analyst - Atlanta, GA, United States - Morgan Stanley
Description
POSITION SUMMARY
Registered Client Relationship Analysts help shape the future of service by modernizing the client
experience through an elevated standard of care
The Registered 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
information and documentation remains current
Mobile
performance monitors
handling estate needs as examples
part of the overall marketing initiative
attend scheduled targeted/monthly field service professional and/or training calls
coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
EDUCATION, EXPERIENCE, KNOWLEDGE, and
SKILLS:
Education and/or Experience
Knowledge/Skills
Reports to: