Registered Client Relationship Analyst

3 weeks ago

Atlanta, United States M S CO Full time

Description:

POSITION SUMMARY Registered Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives. 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 • Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client’s specific goals and concerns • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile • Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors • Confirm authorization and authenticate client when processing requests • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate 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 service model • Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings • Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part 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 and attend scheduled targeted/monthly field service professional and/or training calls • Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business 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 Financial Advisors Qualifications:

EDUCATION, 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) required Knowledge/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 driven Reports to: • Business Service Officer

#J-18808-Ljbffr

  • Client Relationship Manager

    3 weeks ago

    Atlanta, United States MAI Wealth Management, Inc. Full time

    GENERAL JOB DESCRIPTION The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion. MAJOR DUTIES AND...

  • Client Team Senior Analyst

    4 weeks ago

    Atlanta, Georgia, United States Boston Consulting Group Full time

    WHAT YOU'LL DOThe North America (NAMR) Client Team provides analytical support and thought partnership to BCG's leadership to make informed decisions around BCG's client portfolio, investments, and profitability. Specifically, the NAMR client team is tasked with supporting:Increasing the ROI of our investmentsBuilding and developing our MDPs/Prs Commercial...

  • Client Team Senior Analyst

    2 days ago

    Atlanta, Georgia, United States Boston Consulting Group Full time

    WHAT YOU'LL DOThe North America (NAMR) Client Team provides analytical support and thought partnership to BCG's leadership to make informed decisions around BCG's client portfolio, investments, and profitability. Specifically, the NAMR client team is tasked with supporting:Increasing the ROI of our investmentsBuilding and developing our MDPs/Prs Commercial...

  • Client Team Senior Analyst

    2 months ago

    Atlanta, United States Boston Consulting Group Full time

    WHAT YOU'LL DOThe North America (NAMR) Client Team provides analytical support and thought partnership to BCG’s leadership to make informed decisions around BCG’s client portfolio, investments, and profitability. Specifically, the NAMR client team is tasked with supporting:Increasing the ROI of our investmentsBuilding and developing our MDPs/Prs...

  • Client Account Support Senior Analyst

    2 weeks ago

    Atlanta, Georgia, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

  • Client Account Support Senior Analyst

    2 days ago

    Atlanta, Georgia, United States The Cigna Group Full time

    The job profile for this position is Client Account Support Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you...

  • Associate Manager, Client Relationship Manager

    1 month ago

    Atlanta, United States SS&C Full time

    Associate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...

  • Associate Manager, Client Relationship Manager

    2 days ago

    Atlanta, United States SS&C Full time

    Associate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted Yesterday job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to...

  • Transportation Operations Analyst

    1 month ago

    Atlanta, United States Expeditors International Full time

    **Transportation Operations Analyst -- Onsite at client** * 300 Tradeport Dr, Atlanta, GA 30354, USA * Full-time **Company Description** Were not in the shipping business; were in the information business -Peter Rose, Expeditors Founder Global supply chain management is what we do, but at the heart of Expeditors you will find professionalism, leadership,...

  • Transportation Operations Analyst

    1 day ago

    Atlanta, United States Expeditors International Full time

    **Transportation Operations Analyst -- Onsite at client** * 300 Tradeport Dr, Atlanta, GA 30354, USA * Full-time **Company Description** Were not in the shipping business; were in the information business -Peter Rose, Expeditors Founder Global supply chain management is what we do, but at the heart of Expeditors you will find professionalism, leadership,...

  • Client Technology Analyst II

    2 weeks ago

    Atlanta, Georgia, United States Alight Full time

    Our storyAt Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."Our Values:Champion People – be empathetic and help create a place where everyone belongs.Grow with purpose – Be inspired by our higher calling of...

  • Client Account Support Senior Analyst

    1 week ago

    Atlanta, Georgia, United States The Cigna Group Full time

    Please note: This hybrid role will require the incumbent candidate to come into the local Cigna office 3 days per week. The Sales Client Account Support Senior Analyst role provides professional input to Client Services assignments and projects for a designated book of business. This role delivers specific delegated tasks in managing a moderately complex...

  • Client Account Support Senior Analyst

    2 days ago

    Atlanta, Georgia, United States The Cigna Group Full time

    Please note: This hybrid role will require the incumbent candidate to come into the local Cigna office 3 days per week. The Sales Client Account Support Senior Analyst role provides professional input to Client Services assignments and projects for a designated book of business. This role delivers specific delegated tasks in managing a moderately complex...

  • National Outreach Client Relationship Consultant

    4 weeks ago

    Atlanta, United States U.S. Bancorp Full time

    National Outreach Relationship Consultants build relationships by proactively calling existing and potential customers, engaging them via multiple channels including by phone, email, chat or virtually and by phone or video appointment to provide the Client Relations, Relationship, Outreach, Bilingual, Consultant, Customer Service, Business Services

  • Client Relationship Management

    1 month ago

    Atlanta, United States Willis Towers Watson Full time

    Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Senior Care Client Relationship Director is the primary client lead...

  • Client Relationship Management

    2 days ago

    Atlanta, United States Willis Towers Watson Full time

    Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities for growing revenue and managing a portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Senior Care Client Relationship Director is the primary client lead...

  • Small Business Relationship Manager

    5 days ago

    Atlanta, United States Regions Bank Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Small Business Relationship Manager

    2 weeks ago

    Atlanta, Georgia, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Small Business Relationship Manager

    2 days ago

    Atlanta, Georgia, United States Regions Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Senior ETF Analyst

    2 weeks ago

    Atlanta, United States SS&C Full time

    Senior ETF Analyst - Hybrid page is loaded Senior ETF Analyst - Hybrid Apply locations Boston, MA Atlanta, GA Coral Gables, FL Newtown, CT time type Full time posted on Posted 3 Days Ago job requisition id R23881 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune...