Client Solutions Analyst

Role Profile:Client Solutions Analyst

Client Solutions Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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.

Educational attainment, practical exposure, understanding, and proficiencies are key components of one's skill set:

Education and/or Experience:

• High School Diploma/Equivalency
• College degree preferred
• Industry expertise is a strong advantage
• Eager to secure Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) combined with Series 65 (RA) qualifications

Knowledge/Skills:

• Demonstrating a high level of competency in computer proficiency and proficiency in utilizing Microsoft Office software
• Remarkable skills in written communication, client interactions, and service delivery
• Recognized for being detail-oriented and possessing exceptional organizational skills, consistently able to prioritize tasks efficiently
• Has a knack for team-based work and partnering with colleagues for mutual benefits
• Skill in thriving amidst the challenges of a fast-paced and evolving environment
• Driven by targets, self-propelled, and results-focused

Duties and Responsibilities:

Client Support:

• Cultivate and boost client relationships by actively engaging with clients, managing client requests, addressing inquiries, offering assistance, and ensuring the accuracy of essential information and paperwork
• Recognize and support clients in accessing Firm services and solutions that meet their needs, which may include banking products and services along with secure digital platforms like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm permission and verify the authenticity of the client during request processing
• Supervise the setup and maintenance of client accounts by obtaining client information and required documentation, handling monetary transactions as an exemplar
• Assess client account alerts and implement necessary measures

Other:

• Engage with financial experts to develop a business roadmap and deliver on client servicing standards
• Help drive the team's marketing efforts by preserving marketing assets, which encompasses digital and online networking outlets, and orchestrating customer functions and educational sessions
• Participate energetically in accessible training and educational programs that are in line with the company's strategic priorities, professional growth, and keeping up-to-date with policies, procedures, and new technologies, as well as attending scheduled field service professional training calls each month
• Assist Financial Advisors in their daily operations by executing administrative duties like managing phone communications, arranging travel logistics, coordinating client meetings, compiling expense reports, and maintaining organized files and schedules
• Take an active part in projects managed by the local leadership team
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Reports to:

• Business Service Manager

Anticipated features of Morgan Stanley's service:

Morgan Stanley is determined to build and sustain a team with a variety of experiences and backgrounds, yet cohesive in reflecting our values of integrity and excellence. Hence, our recruitment efforts are focused on attracting and retaining top talent from diverse talent pools. We endeavor to be the favored choice for prospective employees.

Upholding the principles of equal employment opportunity, the Firm prohibits discrimination or harassment on the basis of race, color, creed, age, sex, gender expression, transgender identity, sexual orientation, nationality, disability, marital status, pregnancy, veteran status, genetic information, or any other characteristic protected under the law.

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