Associate Client Relations Representative - Parametric

Job Number : 3249832

3249832

Posting Date

Apr 30, 2024

Primary Location

Americas-United States of America-Massachusetts-Boston

Other Locations

Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Washington-SeattleEducation Level : Refer to Position Description

Asset / Investment ManagementEmployment Type : Full TimeJob Level : Analyst

Description

Qualifications

JOB REQUIREMENTS

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-2 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.
• Keen interest and understanding of investment products and financial instruments such as equities and fixed income.
• 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.

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 services.

Salary range for the position : $60,000-$90,000 / 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Last updated : 2024-05-18