AI Solutions Analyst structuring prompts and improving AI responses at Stefanini. Collaborating in innovative solutions with top technologies and human creativity.
About the role
- Registered Client Relationship Analyst responsible for client interactions and support for Financial Advisors at Morgan Stanley. Building trusted relationships and assisting with day-to-day client needs.
Responsibilities
- Provide service coverage for a FA/PWA/team including 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/team
- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity
- Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
- Assists Financial Advisor(s) / team in delivering against their business plan and client service model
- Supporting the Financial Advisor/ team marketing strategy
- Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings
- Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Detail oriented with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multitask
- Goal oriented, self-motivated and results driven
Benefits
- 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 10 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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