Fund Services - Client Facing Account Manager

At Morgan Stanley, we are looking for an experienced and passionate Client Facing Account Manager to join our Fund Services team. The successful candidate should be a highly motivated individual, with excellent communication and interpersonal skills and a deep understanding of the financial services industry.The Client Facing Account Manager will be responsible for developing and maintaining relationships with clients. They will be expected to proactively identify and deliver solutions to meet their needs and expectations. In addition to providing exceptional customer service, the successful candidate will be expected to understand and interpret complex regulatory and contractual requirements, as well as provide sound financial analysis and advice.The ideal candidate for this role should possess a Bachelor’s degree in finance or a related field, combined with a minimum of 5 years’ experience in the financial services industry. They must also demonstrate strong knowledge of financial instruments and markets, as well as a firm understanding of financial accounting and regulatory requirements. The successful candidate should also be highly organized and have an excellent attention to detail. If you are an experienced and motivated finance professional, with a passion for client service and a commitment to delivering results, we look forward to receiving your application.

Responsibilities:

1. Develop and maintain relationships with clients to ensure satisfaction and identify potential solutions to meet their needs and expectations.
2. Interpret complex regulatory and contractual requirements and provide sound financial analysis and advice.
3. Provide exceptional customer service to clients.
4. Monitor financial instruments and markets to provide clients with up-to-date information.
5. Ensure compliance with financial accounting and regulatory requirements.
6. Remain organized and pay close attention to detail.
7. Update clients on new products and services.
8. Respond timely to client inquiries.
9. Collaborate with internal teams to resolve client issues.
10. Prepare reports and financial statements for clients.

According to JobzMall, the average salary range for a Fund Services - Client Facing Account Manager in New York, NY, USA is between $68,000 and $95,000.

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.