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About the Role

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs)/Private Wealth Advisors (PWAs)/teams daily. This role builds trusted client relationships through direct interaction, requiring strong interpersonal skills and a client-first mindset to assist with everyday needs.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing 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, including relaying stock positions and providing account balances.
• 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.
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc., and preparing 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 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, special projects, and/or other duties directed by local management.
• Answer inbound phone calls or make outbound calls.
• Manage calendars, including coordinating meetings or events with logistics such as material prep.
• 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.

Requirements

• High School Diploma/Equivalency.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Skills

• 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 ability to multi-task.
• Goal oriented, self-motivated and results driven.

Location

• 42 countries

Work Type

• Full-time

Experience Level

• Industry experience is a plus

Education Level

• High School Diploma/Equivalency
• College degree preferred

Salary/Compensations

• $35,360 - $90,000 per year

Benefits

• Attractive and comprehensive employee benefits and perks in the industry.
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Other short and long-term incentive packages
• Other Morgan Stanley sponsored benefit programs

About the Company

• At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
• We have been in business for 90 years.
• Our values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
• We have over 80,000 employees in 1,200 offices across 42 countries.
• We offer an environment where employees are supported and empowered.
• Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
• There is ample opportunity to move about the business for those who show passion and grit in their work.

Equal Opportunity

• 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.
• Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.