Registered Client Relationship Analyst at Morgan Stanley · Paramus

Summary: Morgan Stanley is a leading global financial services firm, and they are seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role involves building trusted relationships with clients, assisting with transactions, and providing administrative support to the financial advisory teams. Responsibilities: - 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 - 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 - Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Required Skills: Series 7 certification, Series 66 certification, Advanced Microsoft Office Important Skills: Detail oriented Nice-to-Have Skills: Client service skills, Interpersonal skills, Time management, Team player, Adaptable, Goal oriented Benefits: 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