Associate Client Relations Representative - Parametric
Company: Morgan Stanley
Location: Boston
Posted on: April 28, 2024
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Job Description:
ABOUT MORGAN STANLEY Morgan Stanley is a leading global
financial services firm providing a wide range of investment
banking, securities, wealth management and investment management
services. With offices in more than 41 countries, the Firm's
employees serve clients worldwide including corporations,
governments, institutions and individuals. For further information
about Morgan Stanley, please visit www.morganstanley.com. ABOUT
PARAMETRIC Parametric is part of Morgan Stanley Investment
Management, the asset management division of Morgan Stanley. We
partner with advisors, institutions, and consultants to build
portfolios focused on what's important to them and their clients. A
leader in custom solutions for more than 30 years, we help
investors access efficient market exposures, solve implementation
challenges, and design multi-asset portfolios that respond to their
evolving needs. We also offer systematic alpha and alternative
strategies to complement clients' core holdings. This role is part
of Parametric's hybrid working model, which includes working in the
office 2-3 days a week and choosing to work remotely or in the
office the remaining days of the week. ABOUT THE TEAM The Client
Relations Group (CRG) at Parametric builds meaningful relationships
with clients by closely collaborating with sales teams and internal
partners to deliver exceptional client service for accounts and
client activities. CRG is comprised of teams and functions
including Client Service (client relationship building and
service), Client Experience (special client service initiates to
support the client experience), Contract Management (manage
contract lifecycle and record retention), and Client Operations
(new account workflow, activities, billing, and audit/oversight).
ABOUT THE ROLE The Associate Client Relations Representative is
responsible for working closely with Client Relations
Representatives and Senior Client Relations Representatives in
order to support the maintenance of client accounts and
relationships within the firm. PRIMARY RESPONSIBILITIES - Support
the maintenance of existing client accounts. - Assist with team
projects and initiatives - Establish familiarity with internal
systems to respond to client requests - asset values, status
updates, tax efficiency, account performance, etc. - Support the
coordination of responses to client requests by liaising with
internal teams, and utilizing internal resources for information,
paperwork, transition analyses, etc. - Support the termination of
client accounts as requested. - Establish working relationship with
Distribution and other internal teams on existing client
relationships. - Establish working relationships with external
contacts for new accounts and activity for existing clients. - Gain
proficiency and understanding of the channel guides and team
policies and procedures in order to mitigate risk. Assist with
coverage when team members are out and cross-train to ensure
coverage. - Support the provision/refreshing of portfolio analyses
with existing clients. JOB REQUIREMENTS - 4-year degree, preferably
in related discipline such as economics, finance, marketing, or
hospitality; work experience in lieu of degree will be considered.
- 0-2 years proven experience working with financial services
advisors / money managers. - Introductory experience with
registered investment advisors (RIAs), the Family Office community,
separate accounts, unified managed accounts (UMAs), tax-efficient
products, and/or indexes a plus. - Relationship-building skills and
ability to thrive in team environment. - Keen interest and
understanding of investment products and financial instruments such
as equities and fixed income. - Established communication skills -
both internally/externally in written/oral/auditory essential. -
Familiarity with MS Office and the ability to learn additional
internal/ external software programs. - Resourcefulness, problem
solving, and organization (ability to prioritize effectively) -
Willingness to work in fast-paced environment with hourly deadlines
with attention to detail. - Flexible, willing and able to work long
hours as needed. Parametric believes each member of our
organization makes a significant contribution to our success. That
contribution should not be limited by the assigned
responsibilities. Therefore, this job description is designed to
outline primary duties and qualifications. It is our expectation
that every member of our team will offer his/her/their services
wherever and whenever necessary to ensure the success of our client
services. Morgan Stanley's goal is to build and maintain a
workforce that is diverse in experience and background but uniform
in reflecting our standards of integrity and excellence.
Consequently, our recruiting efforts reflect our desire to attract
and retain the best and brightest from all talent pools. We want to
be the first choice for prospective employees. It is the policy of
the Firm to ensure equal employment opportunity without
discrimination or harassment on the basis of race, color, religion,
creed, age, sex, sex stereotype, gender, gender identity or
expression, transgender, sexual orientation, national origin,
citizenship, disability, marital and civil partnership/union
status, pregnancy, veteran or military service status, genetic
information, or any other characteristic protected by law. Morgan
Stanley is an equal opportunity employer committed to diversifying
its workforce (M/F/Disability/Vet).
Keywords: Morgan Stanley, Cambridge , Associate Client Relations Representative - Parametric, Accounting, Auditing , Boston, Massachusetts
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