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- Manage and mentor the onboarding and senior onboarding associates
- Provide regular feedback on client service expectations to the team
- Help team with daytoday workflow, identify activities that need to be escalated/prioritized
- Escalation point for associates on the team as well as intradepartmental requests
- Become a primary escalation contact for new and existing relationships
- Participate as needed on client conference calls and meetings
- Lead team calls and meetings
- Attend project meetings as team representative
- Proactively seek opportunities to improve team processes to reduce risk and improve efficiencies
- Lead team projects and initiatives
- Interview and hire team members
- Clear understanding on Risk Management as it applies to the Organization
- Deeper understanding of the whys behind processes
- Knowledge expert among peers and other departments
- Bachelors (4 year) degree with concentration in finance or accounting preferred
- 5+ years previous work experience in the financial services industry
- 2+ years of management or leadership experience
- Experience with RIA community, separate accounts, UMAs, tax-efficient products and indexing a plus
- Strong relationship building skills
- Ability to manage through change
- Excellent communication skills - in writing/oral with internal/external partners
- Thorough knowledge of MS Outlook, PowerPoint and Excel
- Strong ability to learn new applications
- Exhibits clear project management skills; managing deadlines, keeping stakeholders informed, anticipating roadblocks, preparing back-up plans, etc
- Proven track record as a successful leader
Operations Supervisor - Alpharetta, GA, 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
With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals
For further information about Morgan Stanley, please visit
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's 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 TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities
CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight)
ABOUT THE ROLE
The supervisor oversees and monitors the daily workflow of the Client Onboarding team
They are also responsible for monitoring and improving the client experience based on feedback from various client service, sales, advisor, and central office teams
Lastly, they will participate in ongoing projects and implementation of process improvements to increase efficiency on the team
PRIMARY RESPONSIBILITES
JOB REQUIREMENTS
That contribution should not be limited by the assigned responsibilities
Therefore, this job description is designed to outline primary duties and qualifications
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
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)