Morgan Stanley

Fund Services - Client Facing Account Manager

Morgan Stanley

Alpharetta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Morgan Stanley, we are looking for a talented and experienced Fund Services - Client Facing Account Manager to join our growing team. The successful candidate will be responsible for managing and developing relationships with clients and providing technical expertise across a range of asset classes.We are seeking an individual who is driven, organized, and passionate about providing exceptional customer service. The ideal candidate should have excellent interpersonal and communication skills, with the ability to work well in a fast-paced environment. To be successful in this role, the ideal candidate should possess: • A bachelor’s degree in accounting, finance, or a related field • At least 5 years of experience in the fund services industry• Proven track record in building and maintaining productive relationships with clients • Superior technical, analytical, and problem-solving skills • Excellent written and verbal communication skills • Strong knowledge of operational procedures and financial industry regulations If you are looking for an opportunity to grow professionally in a challenging and rewarding environment, then we want to hear from you!

Responsibilities:

  1. Develop and maintain relationships with clients while providing technical expertise across a range of asset classes.
  2. Remain organized and provide exceptional customer service.
  3. Utilize superior technical, analytical, and problem-solving skills.
  4. Maintain knowledge of operational procedures and financial industry regulations.
  5. Utilize excellent written and verbal communication skills.
  6. Respond to client queries and requests in a timely manner.
  7. Monitor clients’ portfolios and provide guidance on investments.
  8. Assist in the onboarding of new clients.
  9. Participate in meetings with clients to discuss their individual needs and objectives.
  10. Identify opportunities for improvement and suggest solutions to clients.
Where is this job?
This job is located at Alpharetta, GA, USA
Job Qualifications
  • Excellent Communication Skills

  • Strong Interpersonal Skills

  • Ability To Work Independently Or As Part Of A Team

  • Financial Services Background And/Or Knowledge Of Financial Products

  • Proven Experience In A Client Facing Role

  • Ability To Analyze

  • Interpret And Present Complex Financial Data

  • Ability To Resolve Complex Or Escalated Customer Queries

  • Fluent In English

Required Skills
  • Risk Management

  • Financial Analysis

  • Project Management

  • Data Entry

  • Communication

  • Problem Solving

  • Negotiation

  • customer service

  • Reporting

  • Relationship Building

  • Portfolio Management

  • Regulatory compliance

  • Client management

  • Portfolio Monitoring

  • Client Onboarding

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Fund Services - Client Facing Account Manager in Alpharetta, GA, USA is between $56,000 and $103,000 per year. The salary range can vary depending on experience, qualifications, and the specific company.

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 PostedOctober 13th, 2023
Apply BeforeAugust 7th, 2026
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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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