Department Profile
Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management. The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (7participant8) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships. Our approach will be highly scalable, leveraging an omni-channel strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing. Our goal will be to drive growth across all client segments, including the Mass-Affluent, with new digital capabilities.
Role Profile
Our employees have helped us get to where we are today; and as we continue to scale towards being the incomparable leader in our industry, we are looking for a Relationship Manager. You will be responsible for overseeing, servicing, cultivating, and growing existing corporate client relationships toward mutual partnership and success. Acting as the main point of contact for designated corporate clients, you will interact with all departments across both the private and public market teams within Morgan Stanley at Work to ensure that client expectations are met and satisfaction levels are maintained.
Primary Responsibilities
- Proactively build 7partnership8 style relationships focusing on integration at all levels, maintaining relationship with senior client contacts
- Collaborate with various client stakeholders to solve problems, build strong partnerships, and uncover new opportunities
- Conduct ongoing needs analysis to determine appropriate services to meet client requirements; prepare specifications/gap analysis documents for client requests for new functionality
- Deliver regular business reviews with clients sharing thought leadership, plan-level analytics, and relevant enhancements
- Keep clients informed of new product functionality relevant to the client and their plan administration
- Monitor client satisfaction through internal benchmarks, surveys, and RM check-ins
- Aligning client requests and expectations with business needs while maintaining a positive relationships
- Foster client loyalty through Morgan Stanley at Work7s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, quarterly partnership meetings, etc.
- Understand and interpret contracts and client exceptions related pricing, plan management, and service level commitments
- Troubleshoot ad hoc client queries by partnering with internal stakeholders and platforms.
- Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.
- Promote and share best practices to improve service efficiency and execution
Requirements
- University degree or College diploma in Business, Economics or similar
- Minimum 3 years in an Account Management, Client Services, or Sales role
- Experience in the equity or share plan industry
- Licenses required; SIE, FINRA 7 & 63
- Excellent written and oral communication and presentation skills
- Proven ability to work independently and manage numerous assignments concurrently
- Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
- Strong analytical, attention-to-detail, and problem-solving skills
- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
- Ability to travel up to 2
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients 7 helping them reach their goals. We do it in a way that7s differentiated 7 and we7ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren7t just beliefs, they guide the decisions we make every day to do what7s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you7ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There7s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
New York Only: Expected base pay rates for the role will be between $115,000 and $180,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
