Private Wealth Management Client Relationship Analyst - Bilingual: Spanish/English
Miami, Florida, United States of America
Full Time
3 hours ago
Visa Sponsor
About this role
Morgan Stanley is a leading global financial services firm that helps clients reach their goals. They are seeking a Client Relationship Analyst who will provide exceptional service to clients and support Financial Advisors in building trusted relationships and managing client needs.
Responsibilities:
- Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
- Executing money movement transactions at the request of the client and/or FA/PWA
- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
- Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
- Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
- Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
- Assist FAs/PWAs/teams in delivering against their business plan and client service model
- Remaining current on all policies, procedures and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
- Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
- Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
- Assisting with general in-office support functions such as copying, filing and scanning documentation
- Preparing and submitting expense reports for processing at the direction of the FA/PWA