Client Relationship Analyst

Position Summary

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and their teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will be able to assist clients with their everyday needs.

• Client Support
  • Provide service coverage for a FA/PWA/team, including cultivating and enhancing new and existing client relationships.
  • Execute money‑movement transactions at the request of the client and/or FA/PWA.
  • Answer general non‑investment related questions concerning client accounts, relaying stock positions and providing account balances (e.g., funds due and margin debit).
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA.
  • Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
  • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc., and prepare materials for client meetings using firm‑approved systems.
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams.
  • Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model.
  • Remain current on all policies, procedures and new platforms.
  • Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.
• Administrative Support
  • Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed).
  • Manage the calendar, including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
  • Maintain travel itineraries, prepare expense reports and manage the reimbursement process.
  • Assist with general in‑office support functions such as copying, filing and scanning documentation.
  • Prepare and submit expense reports for processing at the direction of the FA/PWA.

• 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).
• Detail‑oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast‑paced, evolving environment.
• Adaptable and able to multi‑task.
• Goal‑oriented, self‑motivated and results driven.

Reports to:

Business Service Officer.

We offer attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit: