Relationship Manager, VP
Core
Oversee, service, and grow existing corporate client relationships in the equity and share plan industry, acting as the main point of contact to ensure client expectations are met and satisfaction levels are maintained.
Role type
Senior IC relationship manager (corporate clients)
Builds
Corporate employee financial life journey experiences and deepening Morgan Stanley Wealth Management relationships
Domain
Financial services / Wealth Management / Equity and Share Plan industry
Deliverable
client delivery
Required skills
Account management, client services, sales, needs analysis, contract interpretation, client retention, stakeholder collaboration, presentation skills, analytical skills, problem-solving
Preferred skills
Experience with common technology and technical concepts, ability to work independently, comfort in fast-paced environments
Technologies
Email, internet, Excel, Word
Responsibilities
Proactively build partnership-style relationships with senior client contacts, collaborate with client stakeholders to solve problems and uncover opportunities, conduct ongoing needs analysis and prepare specifications for client requests, deliver regular business reviews with thought leadership and analytics, keep clients informed of new product functionality, monitor client satisfaction through benchmarks and surveys, align client requests with business needs, foster client loyalty through standard protocols and retention initiatives, troubleshoot ad hoc client queries, conduct client meetings, demonstrations, and training sessions, promote best practices to improve service efficiency
Seniority
Senior, hands-on IC