Operations Senior Associate - Parametric

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

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 Senior Associate has primary responsibility for working closely with Parametric regional sales teams, as well as other cross functional internal teams, to maintain excellent client relationships for the firm. The Operations Senior Associate will become a primary contact person for our client accounts, as well as an initial escalation for team members, to ensure high level client satisfaction and seamless experience with Parametric across our respective strategies. The Senior Representative will also be expected to initiate and drive team and departmental process enhancement, improvement, train new and existing employees, and assist with escalations/error resolution.

PRIMARY RESPONSIBILITIES

• Act as an escalation contact within the team, understanding the nuances of the trade error and ERIS processes.
• Facilitate training with new and existing team members, as well as act as a mentor to help coach and manage individuals informally.
• Assist with the creation of new processes and procedures as well as the implementation within the team.
• Help mitigate risk by having a deep understanding of the team’s control environment and assist in the review of these reports as required.
• Support the maintenance of existing client accounts.
• Assist/help lead team projects and initiatives.
• Establish mastery of internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• 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. Help create and maintain channel guides as well.
• Help facilitate the day to day operations of the team including, new account requests, account asset movements and closures, analyses requests etc.

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.
• 5+ 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 a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both