Morgan Stanley Atlanta , GA 30301
Posted 4 days ago
POSITION SUMMARY
Registered Client Relationship Analysts help shape the future of service by modernizing the client
experience through an elevated standard of care. The Registered Client Relationship Analyst assists with
the development and growth of business by focusing on servicing clients and understanding their
investment objectives. This is a key role that requires an understanding of firm policies, procedures, and
firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
strategies that aim to address each client's specific goals and concerns
clients, processing client requests, resolving inquiries, providing guidance, and making sure key
information and documentation remains current
products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley
Mobile
account performance, investment portfolio holdings, and generating quarterly investment
performance monitors
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required
documentation, capturing and assessing risk, processing money movement transactions and
handling estate needs as examples
corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service
model
reports, and other materials for client meetings
communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as
part of the overall marketing initiative
professional development and staying current on policies, procedures and new platforms and
attend scheduled targeted/monthly field service professional and/or training calls
business practices, including but not limited to, telephone coverage, business travel arrangements,
coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial
Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Reports to:
Morgan Stanley