Senior Operations Analyst, Client Service - Parametric

Company: Morgan Stanley
Location: Seattle
Posted on: June 1, 2025

Job Description:

Senior Operations Analyst, Client Service - ParametricSenior Operations Analyst, Client Service - ParametricApply locations Seattle WA 800 Alpharetta GA 1 Edison time type Full time posted on Posted 9 Days Ago job requisition id PT-3265047ABOUT MORGAN STANLEYMorgan 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 PARAMETRICParametric 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.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 TEAMThe operations department consists of a team of professionals that focuses on the overall operations of Parametric. This group ensures the production process is complete from start to finish and lines up with the goals and functions of other departments within the firm. Examples include supervising, organizing and completing daily production, measuring and evaluating daily workload, and providing services to ensure the business runs as smoothly and effectively as possible.ABOUT THE ROLEThe Senior Client Service Analyst is responsible for working closely with Client Service Associates and Senior Client Service Associates in order to support the maintenance of client accounts and relationships within the firm.Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.Job Requirements
  • 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
  • 1-3 years proven experience working with financial services advisors / money managers.
  • Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
  • Relationship-building skills and ability to thrive in a team environment.
  • Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
  • Established communication skills - both internally/externally in written/oral/auditory essential.
  • Familiarity with MS Office and the ability to learn additional internal/ external software programs.
  • Resourcefulness, problem solving, and organization (ability to prioritize effectively)
  • Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
  • Flexible, willing, and able to work long hours as needed.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. 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. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.Salary range for the position: $60,000-$90,000/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.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).
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Keywords: Morgan Stanley, Lakewood , Senior Operations Analyst, Client Service - Parametric, Accounting, Auditing , Seattle, Washington