Caroline Kerley
Charlotte
Summary
Results-driven Client Relationship Analyst skilled in enhancing client satisfaction and operational efficiency. Expert in navigating the Morgan Stanley system, providing technology support to team members and Financial Advisors. Strong collaborator with experience in training teams to optimize results and manage crises effectively. Proficient in Microsoft Office tools and committed to fostering positive client communication.
Overview
5
5
years of professional experience
Work History
Client Relationship Analyst
Morgan Stanley
Charlotte
01.2022 - Current
- Cultivated strong client relationships, contributing to high customer satisfaction.
- Supported Financial Advisors by answering client calls and addressing their requests.
- Followed up with clients to resolve issues promptly and enhance satisfaction.
- Provide client support in navigation of Morgan Stanley Online
- Organize, schedule, and facilitate client meeting prep
- Open new client accounts and complete client on-boarding account paperwork
- Send CPAs' client information such as statements and tax documents
- Distribute a daily email to team member of daily deposits, account transfers and monitor cash balances in brokerage accounts
- Work closely with team to ensure all tasks are being completed efficiently and delegate when needed
- Resolve any technological issue occurring within the team
- Assist in the training and development of new team members
- Managed travel logistics for the team to optimize schedules and reduce expenses. and process expense reports
Wealth Management Intern
Morgan Stanley
Charlotte
08.2021 - 12.2021
- Completed courses on Morgan Stanley Knowledge Link to deepen financial knowledge
- Digitize and file Client documents
- Supported professionals with administrative tasks to enhance team efficiency
- Answer main line when receptionist is out-of-office
Education
Bachelors of Arts - Women's Leadership
Clemson University
Skills
- Client on-boarding support
- Microsoft Office expertise
- Reporting and documentation
- Issue resolution
- Task prioritization
- Fast-paced adaptability
- Multitasking
- Effective communication
- Team player
- Ability to work independently
- Client confidentiality
- Interpersonal skills
- Cashflow processes
- Digital Support
References
Ebony Moore Virginia Brake
Vice President, Business Service Officer First Vice President, Associate Market Manager
(704) 442-4805 (704) 442-3402
Ebony.Moore@morganstanley.com Virginia.Brake@morganstanley.com
Osten Waite
Registered Client Service Associate
(704) 303-3522
Osten.Waite@morganstanley.com
Timeline
Client Relationship Analyst
Morgan Stanley
01.2022 - Current
Wealth Management Intern
Morgan Stanley
08.2021 - 12.2021
Bachelors of Arts - Women's Leadership
Clemson University