Client Relationship Analyst

Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives. This is a key role that requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT
• Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client’s specific goals and concerns

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors

Confirm authorization and authenticate client when processing requests

Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings
• Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Proactively participate in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and

SKILLS:

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 Strong computer skills and knowledge of Microsoft Office products

Exceptional writing, interpersonal and client service skills

Detail orientated with superior organizational skills and ability to prioritize tasks

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and…