Client Experience Analyst

Client Experience Analyst

Job Description

Client Experience Analyst help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Duties and Responsibilities

Client Support

• Develop and enrich client relationships by actively communicating with clients, addressing their requests, solving queries, offering guidance, and ensuring the accuracy of important information and records
• Recognize and help with Firm services and solutions that cater to clients' requirements, such as financial products and services, as well as safe and convenient digital options like Morgan Stanley Online and Morgan Stanley Mobile
• Authenticate authorization and validate the identity of the customer when processing their requests
• Handle the establishment and upkeep of client accounts, which includes collecting client information and necessary paperwork, conducting financial transactions as a case in point
• Review and respond to client account notifications as required

Other

• Join forces with financial advisers to design a business plan and meet client service expectations effectively
• Aid the team in executing their marketing plan by overseeing promotional materials, managing online and social media channels, and organizing customer gatherings and workshops
• Engage effectively in available educational programs and training activities that correspond with the company's strategic objectives, professional advancement, and knowledge of current regulations, processes, and emerging technologies, while making a point to be present for targeted monthly field service professional training calls
• Aid Financial Advisors by performing administrative tasks such as covering phones, coordinating travel arrangements, scheduling client meetings, preparing travel expense reports, and organizing filing and calendars
• Engage enthusiastically in firm initiatives supervised by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Formal education, direct experience, intelligence, and competences are all pivotal components in a person's skillfulness:

Education and/or Experience

• High School Diploma/Equivalency
• College degree preferred
• Having worked in the industry is advantageous
• Intent to acquire Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) paired with Series 65 (RA) credentials

Knowledge/Skills

• Proficient in utilizing computer technology and well-versed in a variety of Microsoft Office applications
• Superior writing talents along with strong interpersonal and customer service proficiencies
• Having a sharp focus on details, exceptional organizational capabilities, and the capacity to effectively prioritize tasks
• Displays adeptness in teamwork and interacting collaboratively with coworkers
• Ability to excel in a swiftly changing and dynamic work atmosphere
• Goal-centric, self-motivated, and outcome-driven

Reports to

• Business Service Manager

What is in store for clients of Morgan Stanley

Morgan Stanley provides opportunities to work with leading professionals in a supportive environment where employees are encouraged to excel. Our teams are known for their collaboration and innovative thinking, drawing on their diverse backgrounds for inspiration. We offer attractive benefits and perks to support our employees and their families throughout their careers, with opportunities for advancement for those who demonstrate dedication and determination.

Morgan Stanley's objective is to establish and uphold a workforce that is diverse in experience and background but unified in reflecting our standards of integrity and excellence. Thus, our recruitment initiatives are aimed at attracting and retaining the most exceptional individuals from all talent pools. We aim to be the preferred employer for potential candidates.

The Firm's stance on equal employment opportunity underscores the prohibition of discrimination or harassment concerning race, color, religion, age, sex, gender identity, transgender status, sexual orientation, nationality, disability, marital status, pregnancy, veteran service, genetic information, or any other safeguarded trait.