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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 relationships through client interactions, requiring a client-first mindset, strong interpersonal skills, and the ability to assist clients with everyday needs.

Responsibilities

Supporting FAs/PWAs/teams in cultivating and enhancing new and existing client relationships.
Executing money movement transactions at the request of the client and/or FA/PWA.
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
Entering profile information or pre-filling account documentation in a clerical capacity at the direction of the client and/or FA/PWA.
Educating or enrolling clients in digital tools.
Assisting FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, and preparing materials for client meetings.
Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams.
Supporting the FAs/PWAs/teams’ marketing strategy.
Assisting FAs/PWAs/teams in delivering against their business plan and client service model.
Remaining current on all policies, procedures, and new platforms.
Participating in firm initiatives, special projects, and other duties directed by local management.
Answering inbound phone calls or making outbound calls.
Managing calendars, including coordinating meetings or events with logistics such as material prep.
Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process.
Assisting with general in-office support functions such as copying, filing, and scanning documentation.
Preparing and submitting 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).
Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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.

Experience Level

Industry experience is a plus.

Education Level

College degree preferred.

Salary/Compensations

Expected base pay rates for the role will be between $16 and $43.27 per hour at the commencement of employment.
Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Benefits

Ample opportunity to move about the business for those who show passion and grit in their work.
Attractive and comprehensive employee benefits and perks in the industry.

About the Company

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.
We want to be the first choice for prospective employees.
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 their families at every point along their work-life journey.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Equal Opportunity

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).