This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight). ABOUT THE ROLE The Operations Associate - Client Relations Representative is responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm. PRIMARY RESPONSIBILITIES 3 Support the maintenance of existing client accounts. 3 Assist with team projects and initiatives. 3 Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc. 3 Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc. 3 Support the termination of client accounts as requested. 3 Establish working relationships with Distribution and other internal teams on existing client relationships. 3 Establish working relationships with external contacts for new accounts and activity for existing clients. 3 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. 3 Support the provision/refreshing of portfolio analyses with existing clients. JOB REQUIREMENTS 3 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered. 3 4+ years proven experience working with financial services advisors / money managers. 3 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. 3 Relationship-building skills and ability to thrive in a team environment. 3 Keen interest in and understanding of investment products and financial instruments such as equities and fixed income. 3 Established communication skills - both internally/externally in written/oral/auditory essential. 3 Familiarity with MS Office and the ability to learn additional internal/ external software programs. 3 Resourcefulness, problem solving, and organization (ability to prioritize effectively) 3 Willingness to work in fast-paced environment with hourly deadlines with attention to detail. 3 Flexible, willing, and able to work long hours as needed. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client service Salary range for the position: $70,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.