Client Relationship Analyst

About the role

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/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.

Responsibilities

Client Support

• Provide service coverage for a FA/PWA/team, including supporting the FA/PWA/team in 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, including 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 calendars, including coordinating meetings or events with logistics such as material preparation, maintaining agendas, and 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.

Requirements

• High School Diploma or equivalent; 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) licenses.
• Applicants must be legally authorized to work in the United States and must not require sponsorship for employment visa status now or in the future.

Skills

• Detail‑oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.
• Strong time‑management abilities.
• 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.

Reporting Structure

Reports to Business Service Officer.

About Morgan Stanley

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals. The firm’s values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide daily decisions. With more than 80,000 employees in 1,200 offices across 42 countries, Morgan Stanley offers an environment where employees are supported, empowered, and encouraged to grow, with opportunities to move across the business for those who demonstrate passion and grit.