Morgan Stanley

Customer Relationship Marketing

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Morgan Stanley, a global financial services firm with a rich history of helping individuals, families, businesses and institutions achieve their financial goals. We are currently seeking a highly motivated and experienced individual to join our team as a Customer Relationship Marketing professional. In this role, you will have the opportunity to build and maintain strong relationships with our valued clients, while working closely with our marketing and sales teams to develop and execute effective strategies to enhance client retention and satisfaction. To be successful in this role, you must have a passion for customer service and a strong understanding of the financial industry. If you are a proactive and results-driven individual with excellent communication and problem-solving skills, we would love to hear from you. Join our team at Morgan Stanley and be a part of our commitment to delivering exceptional service to our clients.

  1. Develop and implement strategies for building and maintaining strong relationships with clients.
  2. Collaborate with marketing and sales teams to create effective customer retention and satisfaction plans.
  3. Conduct regular check-ins with clients to understand their needs and address any concerns.
  4. Proactively identify opportunities for cross-selling and upselling to clients.
  5. Monitor client satisfaction levels and take necessary actions to ensure high levels of satisfaction.
  6. Maintain accurate and up-to-date client records and communication logs.
  7. Stay updated on industry trends and developments to provide clients with relevant and timely information.
  8. Resolve any client complaints or issues in a timely and efficient manner.
  9. Participate in team meetings and provide input on ways to improve the customer relationship marketing process.
  10. Utilize customer relationship management tools and systems to track and analyze client interactions and results.
  11. Collaborate with other departments within the organization to ensure a seamless client experience.
  12. Continuously strive to meet and exceed customer service goals and performance metrics.
  13. Maintain a positive and professional demeanor while representing Morgan Stanley to clients.
  14. Keep confidential client information secure and adhere to all privacy policies and regulations.
  15. Contribute to the overall success of the company by actively promoting and upholding the Morgan Stanley brand.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Strong Communication Skills: As A Customer Relationship Marketing Professional At Morgan Stanley, You Will Be Required To Effectively Communicate With Clients, Colleagues, And Other Stakeholders On A Daily Basis. Therefore, Strong Verbal And Written Communication Skills Are Essential For This Role.

  • Analytical Abilities: A Successful Candidate For This Role Should Possess Strong Analytical Skills To Understand Customer Data And Identify Patterns And Trends. This Will Help In Developing Targeted Marketing Strategies And Campaigns That Will Effectively Engage Customers.

  • Financial Industry Knowledge: Morgan Stanley Is A Leading Financial Services Firm, And It Is Important For A Customer Relationship Marketing Professional To Have A Good Understanding Of The Financial Industry. This Includes Knowledge Of Investment Products, Market Trends, And Regulatory Requirements.

  • Relationship Management Experience: The Primary Responsibility Of A Customer Relationship Marketing Professional Is To Build And Maintain Strong Relationships With Clients. Therefore, Previous Experience In Relationship Management, Sales, Or Marketing Is Highly Desirable For This Role.

  • Technology Proficiency: In Today's Digital Age, Technology Plays A Crucial Role In Customer Relationship Marketing. A Candidate For This Role Should Be Proficient In Using Various Marketing Tools And Platforms, As Well As Have A Good Understanding Of Data Analytics And Crm Software. Knowledge Of Coding And Web Design Is Also A Plus.

Required Skills
  • Data Analysis

  • Communication

  • Market Research

  • Lead Generation

  • Campaign Management

  • Relationship Building

  • Brand management

  • Customer segmentation

  • customer satisfaction

  • Customer engagement

  • Client Retention

  • Cross-Selling

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Customer Relationship Marketing in New York, NY, USA is between $60,000 and $80,000 per year. This may vary depending on the specific company, industry, and level of experience of the individual. Some high-paying companies in this field in New York include Salesforce, American Express, and Deloitte. Factors such as bonuses, benefits, and location can also affect the overall salary range for this position.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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