Client Relations Representative
CurrentParametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.* Partner with Distribution and other internal teams on existing client relationships, as well as work to establish new advisor/ channel relationships.* Primary contact for assigned accounts as well as oversee activity management for existing clients.* Effectively utilize internal systems to respond to client requests – asset values, status updates, tax efficiency, and account performance.* Manage client requests by liaising with internal teams, and effectively utilizing internal resources for information, paperwork, and transition analyses.* Lead and participate as needed on client conference calls and meetings; lead and participate in client/channel onboarding events as requested.* Provide updated portfolio analyses for new and existing clients.