Client Success Specialist - Parametric

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

ABOUT PARAMETRIC
Parametric 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 is 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.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE
Parametric provides systematic solutions fueled by science and prides itself on building genuine, long-term partnerships with our clients. We are looking for a Client Success Specialist to join our team in streamlining and executing on the vision for all our client-related investment work.

The mission of the Client Success Specialist is to partner with distribution, alongside the Director, in meaningful ways to create a more dynamic partnership and enhance the way our teams work together, for our clients. This is an internal facing role focused on enhancements to systems, workflows, and service expectations requiring independent problem solving and the ability to execute. This person will help see our work through our clients' eyes and to enable the investment team to help solve problems investors didn't realize they had. This person shows progress by understanding the client lifecycle and best practice service expectations. They can assist with or independently execute enhancements and quality results by getting the best out of people, having an eye towards process, and leveraging technology. This person has a strong desire to internally support and enable business development and relationship management in an investment context across a wide range of client types, from high-net-worth individuals to institutions in the U.S. and internationally.

The Investment Strategy team's mandate is to create and deliver powerful stories for external and internal clients and turn investment research into real-world portfolios for investors. We meet with clients and prospects, present at events, and write papers. We also work on complex custom analysis and mandate design, strategy evolution, and new product development. This is an opportunity to work with a dynamic team while making a personal impact on a firm with a unique culture that values hard work and innovation, but also encourages genuine teambuilding.

PRIMARY RESPONSIBILITIES

- 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
- Participates in other duties as needed

JOB REQUIREMENTS
- 5+ years relevant experience including successful experience in a similar role
- Bachelor's degree or equivalent work experience
- 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.

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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).