-
Associate Client Relations Representative
3 weeks 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 ...
-
Regional Accreditation Evaluator
1 week ago
Advance Education, Inc Alpharetta, United StatesEducation is ever-evolving. And so are we. · We seek passionate people from diverse backgrounds who are committed to helping improve the work of schools as a trusted partner in advancing learning. By joining the Cognia team, you will be immersed in a community of energetic and r ...
-
Dean for Academic Affairs
2 weeks ago
GeorgiaGov Georgia, United StatesMINIMUM QUALIFICATIONS: Master's degree from a nationally or regionally accredited institution college or university in a vocational field or occupational supporting discipline, or closely related field. Appropriate degree will reflect the requirements of college accrediting agen ...
-
Solutions Consultant
3 weeks ago
GForce Technology Consulting Georgia, United StatesPosition Summary: Solutions Consultant-for Infor Workforce Management (WFM): seeking a talented and experienced Lead Infor WFM Solutions Consultant to join our firm and spearhead the creation of a new Workforce Management Implementation team. In this role you will have the exciti ...
-
Technical Consultant
3 weeks ago
GForce Technology Consulting Georgia, United StatesPosition Summary: Data Specialist for Infor CloudSuite Financials and Supply Management: Infor FSM/Lawson General Ledger, Accounts Payable, Accounts Receivable, Assets, Projects, Purchase Order, Inventory Control, Requisitions, Receiving, Contract Management, Mobile Supply Chain ...
-
Customer Service Representative
6 days 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 ...
-
Financial Services Representative
4 days ago
Morgan Stanley Sandy, United StatesFinancial Services Representative - SIE (Sandy, UT) Job Number: · Posting Date · :Mar 28, 2024 Primary Location · :Americas-United States of America-Utah-SandyEducation Level:Refer to Position Description Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Non-Ex ...
-
Network Technician
1 week ago
SSi People Alpharetta, United StatesThis person will need to be comfortable coordinating IT, Field Service Reps and others for upgrades to medical device systems connectivity. · The Remote Service Advocates will be responsible for connecting 10K PD/IGT upgrades and new installs to the HS RSE platform · Track Top Re ...
-
Business Development Representative
4 days ago
Age of Learning Georgia, United States Full timeSummary: · Over the past decade, Age of Learning products have been proven to improve learning outcomes and are loved by millions of families and kids. As a well-funded and profitable private company with a seasoned leadership team, Age of Learning invests in developing innovati ...
-
Field Service Representative
2 weeks ago
Standard Aero Georgia, United States Full timeField Service Representative · Build an Aviation Career You're Proud Of · Build your career with integrity by working at a company that doesn't just treat you like a number. You'll get the tools to do things right in a clean and safe work environment and the trust to fix any is ...
-
Controls Engineer
3 weeks ago
Seneca Resources Alpharetta, United StatesAbout the Controls Engineer Position · As a Controls Engineer, you are accountable for performing and leading engineering design and support activities for various Controls Systems at Company. The Controls Engineer serves as lead technical resource on multiple projects simultaneo ...
-
Delivery Warehouse Helper
3 weeks ago
DeKalb County School District Georgia, United StatesThe DeKalb County School District is seeking an experienced and professional Delivery/Warehousing Helper. · Salary Grade/Schedule: Unified · Salary Schedules: · The material contained herein is subject to change. All open positions offered by the DeKalb County School District a ...
-
GeorgiaGov Georgia, United StatesDuties and Responsibilities: · 1.As a Senior member of the Leadership team, participates in the planning, coordination, development and implementation of long range goals and objectives of the agency. · Establishes and maintains solid working relationships with agency counterpar ...
-
Assistant Principal, ES
1 week ago
DeKalb County School District Georgia, United StatesHawthorne Elementary School is seeking a motivated and experienced Assistant Principal. · Salary Grade/Schedule: G1 · Salary Schedules: · The material contained herein is subject to change. All open positions offered by the DeKalb County School District are subject to specific j ...
-
Technician I, Information Technology
2 weeks ago
DeKalb County School District Georgia, United StatesThe DeKalb County School District is seeking an experienced and professional Technician I, Information Technology. · Salary Grade/Schedule: Unified · Salary Schedules: · The material contained herein is subject to change. All open positions offered by the DeKalb County School D ...
-
School Experience Director
4 weeks ago
CADY Alpharetta, United StatesWho is CADY? · CADY exists to inspire and unleash human potential. Started in 1999, we have become the fastest growing photography company in the U.S., with an average 40% growth each year. Through photography, classroom solutions, school branding, and more, we deliver an experie ...
-
STAR Substitute
1 day ago
DeKalb County School District Georgia, United States Full timeBrockett Elementary School is seeking an experienced, energetic and professional STAR Substitute to support the daily needs of the classroom. · Salary Grade/Schedule: SSUB · Salary Schedules: · The material contained herein is subject to change. All open positions offered by th ...
-
Business Education Teacher
2 weeks ago
DeKalb County School District Georgia, United StatesClarkston High School is seeking a Business Education Teacher, who utilizes best practices to increase student achievement. The primary responsibility is to implement, deliver and promote high academic expectations to all students. The ideal candidate must work collaboratively wi ...
-
Campus Security, Lead
3 weeks ago
DeKalb County School District Georgia, United StatesThe DeKalb County School District is seeking an experienced and professional Security Lead, Campus · Salary Grade/Schedule: Unified · Salary Schedules: · The material contained herein is subject to change. All open positions offered by the DeKalb County School District are subj ...
-
Fifth Grade Teacher
5 days ago
DeKalb County School District Georgia, United StatesDoraville United Elementary School is seeking a 5th Grade Teacher, who utilizes best practices to increase student achievement. The primary responsibility is to implement, deliver and promote high academic expectations to all students. The ideal candidate must work collaborativel ...
Client Relations Representative - Alpharetta, United States - Eaton Vance
Description
ABOUT 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 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 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
- 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
JOB REQUIREMENTS
- 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.
Parametric believes each member of our organization makes a significant contribution to our success. 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.
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. 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).
PDN-9bfba9c5-18bf-48e5-853c-78a4f21cb43d
