Client Relationship Analyst

Job description

POSITION SUMMARY: Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The 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: that aim to address each client’s specific goals and concerns processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile performance, investment portfolio holdings, and generating quarterly investment performance monitors processing money movement transactions as an example and other materials for client meetings Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative development and staying current on policies, procedures and new platforms and atte...