Graduates Vacancy at Morgan Stanley

Overview:

Morgan Stanley is hiring an experienced Analyst – Associate Client Relations Representative- Investment Management (Parametric) at their Muumbai location. The Associate Client Relations Representative is responsible for working closely with US-based Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

The complete details of this job are as follows:

What will you be doing:

Support the maintenance of existing client accounts static data.

Assist with ad hoc team projects and initiatives

Establish familiarity with internal systems to assist Client Relations Representatives and Senior Client Relations Representatives with 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, etc

Support the termination of client accounts as requested.

Establish working relationship other internal teams on existing client relationships.

Establish working relationships with internal contacts to help facilitate internal parameter updates.

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.

Qualifications for this Job:

Bachelor’s Degree (4-year degree), preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered.

2-4 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

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.

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