POSITION SUMMARYRegistered Client Relationship Analysts help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered Client Relationship Analyst assists withthe development and growth of business by focusing on servicing clients and understanding theirinvestment objectives. This is a key role that requires an understanding of firm policies, procedures, andfirm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES:CLIENT SUPPORT• Assists Financial Advisors / Private Wealth Advisors in the development of financial and investmentstrategies that aim to address each client's specific goals and concerns• Cultivate and enhance new and existing client relationships through active communication withclients, processing client requests, resolving inquiries, providing guidance, and making sure keyinformation and documentation remains current• Identify and assist with Firm services and solutions that support clients' needs including bankingproducts and services and secure, digital offerings like Morgan Stanley Online and Morgan StanleyMobile• Partners with the team to prepare performance reports and other data for clients, that may involveaccount performance, investment portfolio holdings, and generating quarterly investmentperformance monitors• Confirm authorization and authenticate client when processing requests• Onboard and maintain client accounts, including collecting client information and requireddocumentation, capturing and assessing risk, processing money movement transactions andhandling estate needs as examples• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options andcorporate actions with clients at the direction of Financial Advisors• Prepare financial plans, client reports, and other materials for client meetings• Review and take appropriate action on client account alerts• Partner with Financial Advisor(s) in developing a business plan and delivering against a client servicemodel• Supports the team by organizing and arranging client/prospect data, preparing financial plans, clientreports, and other materials for client meetings• Assists the team with the designing and producing of strategy reports and other types ofcommunications for Financial Advisors / Private Wealth Advisors to use with clients and prospects aspart of the overall marketing initiative• Actively engage in available training and education programs – including firm strategic priorities,professional development and staying current on policies, procedures and new platforms andattend scheduled targeted/monthly field service professional and/or training calls• Perform administrative duties that support Financial Advisors / Private Wealth Advisors in dailybusiness practices, including but not limited to, telephone coverage, business travel arrangements,coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance• Proactively participate in firm initiatives directed by local management• Regularly seek opportunities to use firm resources for peer sharing and collaborating with FinancialAdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience• High School Diploma/Equivalency• College degree preferred• Industry experience is a plus• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredKnowledge/Skills• Strong computer skills and knowledge of Microsoft Office products• Exceptional writing, interpersonal and client service skills• Detail orientated with superior organizational skills and ability to prioritize tasks• Team player with the ability to collaborate with others• Ability to work in a fast-paced, evolving environment• Goal oriented, self-motivated and results drivenReports to:• Business Service Officer
