Client Account Analyst

Job Description

Client Account Analyst

Client Account Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Account Analyst assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. 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

• Cultivate and improve client relationships by engaging in ongoing communication, addressing client needs, resolving inquiries, providing advice, and ensuring the accuracy of key information and documentation
• Identify and provide assistance with Firm services and solutions that are tailored to meet clients' needs, including banking services and secure, digital solutions like Morgan Stanley Online and Morgan Stanley Mobile
• Authenticate authorization and validate the identity of the customer when processing their requests
• Take care of client accounts, which involves gathering client details and mandatory documentation, executing money transfer operations as a demonstration
• Evaluate and respond to client account notifications promptly

Other

• Team up with financial advisors to formulate a solid business plan and implement a client service approach successfully
• Support the team's marketing strategy by maintaining marketing assets, online and social media channels, and planning client-oriented events and informational seminars
• Engage in ongoing training and educational opportunities that support the company's strategic priorities, personal development, and staying informed about policies, procedures, and new technologies, and make it a priority to attend designated monthly training sessions for field service professionals
• Support Financial Advisors by performing administrative functions such as managing telephone calls, organizing travel plans, scheduling client appointments, creating travel expense reports, and updating filing systems and schedules
• Participate eagerly in initiatives guided by local managers
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Academic background, applied experience, expertise, and abilities are integral parts of one's skill repertoire:

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred
• It is beneficial to have industry exposure
• Readiness to secure Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) qualifications

Knowledge/Skills

• Skilled in computer operations and well-acquainted with the functionalities of Microsoft Office programs
• Exceptional proficiency in writing, interpersonal interactions, and customer support skills
• Recognized for being detail-oriented and possessing exceptional organizational skills, consistently able to prioritize tasks efficiently
• Displays adeptness in teamwork and interacting collaboratively with coworkers
• Proficiency in navigating a rapidly evolving and fast-paced work environment
• Goal-oriented, internally motivated, and oriented towards achieving outcomes

Reports to

• Business Service Manager

The promised benefits of choosing Morgan Stanley

Morgan Stanley remains steadfast in its dedication to providing exceptional service and upholding a standard of excellence that has defined the company for more than 89 years. Our core principles of prioritizing customer needs, ethical conduct, spearheading innovative solutions, promoting diversity and inclusion, and engaging in philanthropic endeavors drive our daily decision-making processes in ensuring the best outcomes for our clients, communities, and a workforce of over 80,000 individuals spread across 1,200 offices in 42 countries.

Morgan Stanley is dedicated to constructing and sustaining a team that is diverse in its range of experiences and backgrounds, while remaining unified in exemplifying our principles of integrity and exceptional performance. Thus, our recruitment strategies are centered around attracting and retaining the most outstanding candidates from all talent pools. We aim to be the premier option for potential hires.

The Firm is committed to upholding equal employment opportunities and preventing discrimination or harassment, irrespective of race, color, creed, age, gender, gender identity, sexual orientation, nationality, disability, marital status, pregnancy, veteran status, genetic information, or any other protected characteristic recognized by law.