- Support the maintenance of existing client accounts.
- Assist with team projects and initiatives
- Establish familiarity with internal systems to respond to client requests asset values, status updates, tax efficiency, account performance, etc.
- Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
- Support the termination of client accounts as requested.
- Establish working relationship with Distribution and other internal teams on existing client relationships.
- Establish working relationships with external contacts for new accounts and activity for existing clients.
- Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and crosstrain to ensure coverage.
- Support the provision/refreshing of portfolio analyses with existing clients.
- 4year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
- 02 years proven experience working with financial services advisors / money managers.
- Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), taxefficient products, and/or indexes a plus.
- Relationshipbuilding skills and ability to thrive in team environment.
- Keen interest and understanding of investment products and financial instruments such as equities and fixed income.
- Established communication skills both internally/externally in written/oral/auditory essential.
- Familiarity with MS Office and the ability to learn additional internal/ external software programs.
- Resourcefulness, problem solving, and organization (ability to prioritize effectively)
- Willingness to work in fastpaced environment with hourly deadlines with attention to detail.
- Flexible, willing and able to work long hours as needed.
-
Client Relations Representative
7 hours ago
Eaton Vance Alpharetta, United StatesABOUT MORGAN STANLEY · Make sure to apply with all the requested information, as laid out in the job overview below. · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment managemen ...
-
Customer Relations Representative
2 days ago
Zac Gresham - State Farm Agent Alpharetta, United States Full timePosition Overview · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and financia ...
-
Associate Client Relations Representative
7 hours ago
Eaton Vance Alpharetta, United StatesABOUT MORGAN STANLEY · Apply below after reading through all the details and supporting information regarding this job opportunity. · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and inves ...
-
National Account Specialist
2 weeks ago
Empower Brands Alpharetta, United States**National Account Specialist** · **About us**: · JAN-PRO Systems International franchise system is one of the 10 Brands under Empower Brands. Atlanta-based and founded in 1991, JAN-PRO Systems International's mission is to help people realize their dreams of business ownership t ...
-
Dealer Development Specialist
1 week ago
Honda Alpharetta, United States**Location: Alpharetta, GA** · **Workstyle: Hybrid** · **What Makes a Honda, is Who makes a Honda** · Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our futur ...
-
Safety Lab Technician
1 week ago
TÜV SÜD America Alpharetta, United StatesTÜV SÜD America's Atlanta, GA location is a NRTL/CB laboratory located in Alpharetta, in the northern metropolitan area, serving the Southeast for testing, inspection, and certification services has an immediate opening for Safety Lab Technician. · The Safety Lab Technician will ...
-
Revenue Cycle Manager
2 weeks ago
Staff Financial Group Alpharetta, United StatesRevenue Cycle Manager - Fast Track to Director - in-office opportunity in Alpharetta up to $120K salary, DOE, plus benefits and perks. Qualified candidates, please submit your resume to , with the SUBJECT LINE: Revenue Cycle Manager - Alpharetta, for consideration. Top local cand ...
-
Southeast Regional Sales Manager
2 weeks ago
CHR Group Georgia, United StatesLocation : · Within the Southeast Region (GA or FL or anywhere within Southeast region within reasonable distance to a major airport). · Description: · The SE Regional Manager will oversee 10-14 outside sales representatives within the SE Region. · Southeast Region includes (but ...
-
Associate, Wealth Management Technology
1 week ago
Morgan Stanley Alpharetta, GA, United States Full timeMorgan Stanley Services Group, Inc. seeks an Associate, Wealth Management Technology in · Alpharetta, Georgia · Develop software components for high performance on-line trading related systems and applications. Develop and maintain large scale software projects. Analyze, desi ...
-
Link Jobs Sandy Springs, GA, United States Full timeAccount Representative · Our Company: · LinkJobs was founded in Atlanta, Georgia, by a medical doctor with 30+ years of experience owning and operating businesses in the healthcare industry. Our reputation is built on understanding the intricacies within health care. · We spec ...
-
LocumTenens Alpharetta, United StatesAs a Talent Acquisition University Relations (UR) Specialist, you will play a pivotal role in developing and executing strategies to attract, engage, and hire top-tier university talent. You will collaborate closely with hiring managers, university stakeholders, and internal team ...
-
Account Manager II-Surety
1 week ago
McGriff Alpharetta, United StatesJob Description Summary · Support Producer and Marketing Account Executive, if applicable, by serving the larger and/or more complex clients and/or be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. ...
-
Customer Enrollment Representative
1 week ago
Resilient Consulting Sandy Springs, United StatesIn response to the continued growth of our enrollment campaign and the ever-expanding need for access to wireless solutions, we are looking for a Customer Enrollment Representative to serve the Atlanta area. The main objective of the Customer Enrollment Representative is to speak ...
-
Customer Service Representative
1 week ago
Ontex Alpharetta, United StatesOntex is a leading international personal hygiene group. We engineer and make high quality products for Baby Care, Feminine Care and Adult Care and are the partner of choice for consumers, retailers, and institutional and private healthcare providers around the world. We distribu ...
-
Enterprise Sales Representative
1 week ago
vidREACH Georgia, United StatesCompany Description · vidREACH is a leading sales, customer, and employee video messaging platform. We specialize in helping businesses engage prospects, employees, customers, and candidates through personalized automation via video, email, and/or mobile. · Role Description · Thi ...
-
Controls Engineer
1 week ago
Vaco Alpharetta, United States· Location: Alpharetta, GA (Onsite 3 days/week) · Industry: Utilities (Oil & Gas or similar industry preferred) · Overview: A leading company in the utilities sector is seeking a Senior Controls Engineer to oversee engineering design and support activities for various Controls ...
-
ABL Account Manager
1 week ago
Northpoint Commercial Finance Alpharetta, United StatesPosition Summary: · This is an entry level position for the NCF ABL portfolio. The ABL AM will work closely with the VP Operations as well as the ABL Account Executive to oversee all portfolio management and collateral control aspects associated with a portfolio of revolving ass ...
-
Litigation Paralegal/Legal Assistant
2 weeks ago
Susan B. Shaw Law, LLC Georgia, United StatesCompany Description · Susan B. Shaw Law, LLC is a general litigation law practice representing businesses and individuals in a wide variety of litigation matters. Our areas of expertise include commercial litigation, real estate-related litigation, probate litigation, personal in ...
-
Director of Inside Sales
2 weeks ago
Cardinal Logistics Management Alpharetta, United StatesJob Summary: · The Manager of Inside Sales will lead, mentor, and develop an Inside Sales Team for Cardinal Logistics. This individual will be the main visionary architect for the inside sales program. The Inside Sales Team will be comprised of Inside Sales Representatives and be ...
-
Control Engineer
6 days ago
Amtex Systems Inc. Alpharetta, United StatesControl Engineer · Locals Only to Alpharetta, GA · Schedule: Hybrid – Alpharetta on M, T, Th % Travel to remote field sites · About the Controls Engineer Position · As a Controls Engineer, you are accountable for performing and leading engineering design and support activities fo ...
Associate Client Relations Representative - Alpharetta, United States - M S CO
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 visitABOUT 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 Associate Client Relations Representative is responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.
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.
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).#J-18808-Ljbffr
