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E*TRADE from Morgan Stanley · 4 months ago

Private Wealth Management Client Relationship Analyst

New York, New York, United States of America

Full-time

Onsite

New Grad, Entry Level

$33K/yr - $85K/yr

E*TRADE from Morgan Stanley is a leading financial services firm dedicated to providing exceptional client service. The Client Relationship Analyst plays a crucial role in enhancing the client experience by assisting Financial Advisors in developing investment strategies and managing client relationships effectively.

BankingFinanceFinancial Services

Responsibilities

Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client’s specific goals and concerns

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current

Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

Partners with the team to prepare performance reports and other data for clients, that may involve 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, processing money movement transactions as an example

Review and take appropriate action on client account alerts

Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings

Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls

Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily 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

Qualification

Series 7 certificationSeries 66 certificationMicrosoft Office proficiencyClient service skillsOrganizational skillsInterpersonal skillsTeam collaborationGoal orientedSelf-motivatedDetail oriented