Client Relationship Analyst at E*TRADE from… · Chicago

Summary: E*TRADE from Morgan Stanley is a financial services company that provides exceptional client support and relationship management. The Client Relationship Analyst role involves supporting Financial Advisors and Private Wealth Advisors in cultivating client relationships, executing transactions, and providing administrative support to enhance client experience. Responsibilities: - Provide service coverage for a FA/PWA/team including: - Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships - Executing money movement transactions at the request of the client and/or FA/PWA - Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) - Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA - Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) - Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems - Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams - Supporting the Fas / PWAs / teams’ marketing strategy (e.g., website maintenance) - Assist Fas / PWAs/ teams in delivering against their business plan and client service model - Remaining current on all policies, procedures and new platforms - Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed) - Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) - Maintaining travel itineraries, preparing expense reports and managing the reimbursement process - Assisting with general in-office support functions such as copying, filing and scanning documentation - Preparing and submitting expense reports for processing at the direction of the FA/PWA Required Qualifications: - High School Diploma/Equivalency - Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) - Detail orientated with superior organizational skills and ability to prioritize - Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) - Exceptional writing, interpersonal and client service skills - Strong time management skills - Team player with the ability to collaborate with others - Ability to work in a fast-paced, evolving environment - Adaptable and ability to multi-task - Goal oriented, self-motivated and results driven Preferred Qualifications: - College degree preferred - Industry experience is a plus Required Skills: Series 7, Series 66, Series 63, Series 65, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Client service skills Benefits: Annual discretionary incentive compensation award, Eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component, 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 X Vacation Days annually), 10 Paid Holidays, 401(k), Short/Long Term Disability, Other special perks reserved for our employees