- Develop and maintain familiarity with our clients, investment offering and market position, and help support any recommendations accordingly - Work with key stakeholders to build consensus around service level expectations, design ways to monitor delivery against expectations, and find ways to resolve shortcomings - Advance key system platforms by integrating as appropriate, while understanding and communicating department and client needs to stakeholders - Determine and arrange training for investment professionals to ensure high caliber client support such as presentation and communication skills, as well as mechanisms for continuous feedback on service - Act as an executor of large, cross-functional client-related projects by assisting in scoping the required work, scheduling meetings and managing follow-ups, as requested - Ensure consistent processes are applied to ensure success of investment professionals in external work such as conference panels, hosted events, media, and client meetings, while serving as the key contact for related work - Partners with other areas within Parametric to continually explore new approaches to increase efficiency and enhance practices while ensuring that high quality and comprehensive client experience is provided. This includes initiating enhancements to internal systems, participating in projects, and proactively pitching ideas/solutions - Serves as a technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through the application of systems, product knowledge and professional relationships - Maintain all related client documentation and applicable workflows - 5+ years relevant experience including successful experience in a similar role - Knowledge of investment industry and familiarity with business development and client relationship best practices - Demonstrated ability to manage, prioritize, and coordinate simultaneous projects and tasks with a high attention to detail - Proficient in Microsoft Office applications. Experience with Salesforce and Workfront are a plus - Excellent organizational skills plus strong written and verbal communication skills - Must take initiative and have a demonstrated ability to work in a collaborative team environment - Resourceful, with a can-do attitude toward projects and willingness to apply creative problem solving - Demonstrated ability and willingness to learn and use new technology Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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