Client Relationship Analyst

Position:
Client Relationship Analyst — Morgan Stanley

Client Relationship Analysts provide exceptional service to clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. A client-first mindset, strong interpersonal skills, and the ability to assist clients with everyday needs are essential.

• 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 and relay account information (e.g., balances, funds due, margin debit)
• Enter profile information or pre-fill account documentation on client accounts and documents in clerical capacity
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams with research related to investment portfolio holdings, performance reporting, and preparation of client meeting materials using firm-approved systems
• Assist with data entry for key client needs (e.g., new account opening, financial planning) under the direction of FAs/PWAs/teams
• Support marketing strategy for FAs/PWAs/teams (e.g., website maintenance) and help deliver against business plans and client service models
• Stay current on policies, procedures, and new platforms; participate in firm initiatives or special projects as directed

• Answer inbound calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams)
• Manage calendars and coordinate meetings or events with logistics such as material prep and Zoom credentials
• Prepare expense reports and assist with in-office support functions (copying, filing, scanning, etc.)

Education and/or 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/Skills

• Detail-oriented with superior organizational and prioritization skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management and ability to multi-task
• Team player with collaborative ability and adaptability in a fast-paced environment
• Goal-oriented, self-motivated and results-driven

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, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital status, veteran status, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.

We are committed to maintaining a first-class service and high standard of excellence. Our values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — guide decisions to support clients, communities and employees. Morgan Stanley offers comprehensive benefits and opportunities for professional growth.

Location note:
Whippany, NJ and other locations may be listed; salary range is provided as a reference. The successful candidate may be eligible for incentive compensation and a full benefits package.