Morgan Stanley
Position Summary
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. Through regular interactions, they build trusted relationships and assist clients with everyday needs.
Duties and Responsibilities
Client Support
- Support FAs/PWAs/teams in cultivating and enhancing client relationships.
- Execute money movement transactions at client or FA/PWA request.
- Answer general non‑investment questions concerning client accounts (e.g., stock positions, account balances, margin debit).
- Enter profile information or pre‑fill account documentation.
- Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
- Assist with research on investment portfolio holdings, performance reporting, and related materials for client meetings.
- Data entry for client needs such as new account opening and financial planning.
- Support FAs/PWAs/teams' marketing strategy (e.g., website maintenance).
- Assist in delivering against business plans and client service models.
- Maintain current knowledge of policies, procedures, and platforms.
- Participate in firm initiatives, training, special projects, and other duties directed by local management.
Administrative Support
- Answer inbound phone calls and make outbound scheduling calls.
- Manage calendars, coordinate meetings and events, and prepare materials.
- Maintain travel itineraries, prepare expense reports, and manage reimbursement.
- Provide general in‑office support (copying, filing, scanning).
Job Description
- Preparing and submitting expense reports for processing.
Education and Experience
- High School Diploma/Equivalency (College degree preferred).
- Industry experience is a plus.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Knowledge and Skills
- Detail‑oriented with strong organizational and prioritization skills.
- Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
- Exceptional writing, interpersonal, and client‑service skills.
- Strong time‑management and multitasking abilities.
- Team player, self‑motivated, goal‑oriented, results‑driven.
Reports To
- Business Service Officer
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Information Technology
Equal Employment Opportunity
Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). We ensure non‑discrimination on the basis of race, color, religion, creed, age, sex, gender identity, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran status, genetic information, or any protected characteristic.
Contact
Version: 7/10/2024
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