Associate Client Relations Representative - Parametric
Company: Morgan Stanley
Location: Boston
Posted on: May 8, 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.
Salary range for the position: $60,000-$90,000/Yr. The successful
candidate may be eligible for an annual discretionary incentive
compensation award. The successful candidate may be eligible to
participate in the relevant business unit's incentive compensation
plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including
Medical, Prescription Drug, Dental, Vision, Health Savings Account,
Dependent Day Care Savings Account, Life Insurance, Disability and
Other Insurance Plans, Paid Time Off (including Sick Leave
consistent with state and local law, Parental Leave and 20 Vacation
Days annually), 10 Paid Holidays, 401(k), and Short/Long Term
Disability, in addition to other special perks reserved for our
employees. Please visit mybenefits.morganstanley.com to learn more
about our benefit offerings.
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).
Job: *Asset/Investment Management
Title: Associate Client Relations Representative - Parametric
Location: Massachusetts-Boston
Requisition ID: 3249832
Other Locations: Americas-United States of
America-Georgia-Alpharetta, Americas-United States of
America-Washington-Seattle
Keywords: Morgan Stanley, Medford , Associate Client Relations Representative - Parametric, Accounting, Auditing , Boston, Massachusetts
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