Client Relationship Analyst

Morgan Stanley•Rochester, MI

3d•$35,360 - $90,000

About The Position

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help meet clients’ everyday needs with a client-first mindset. The role also provides administrative and clerical support, assists with firm-approved client service and business processes, and contributes to the team’s business plan and service model.

Requirements

High school diploma or equivalent.
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Detail-oriented, with superior organizational skills and the ability to prioritize.
Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
Exceptional writing, interpersonal, and client service skills.
Strong time-management skills.
Ability to work as a team player and collaborate with others.
Ability to work in a fast-paced, evolving environment.
Adaptability and ability to multitask.
Goal-oriented, self-motivated, and results-driven.
Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Nice To Haves

College degree.
Industry experience.

Responsibilities

Support FAs, PWAs, and teams in cultivating and enhancing new and existing client relationships.
Execute money movement transactions at the request of clients and/or FAs or PWAs.
Answer general, non-investment-related questions about client accounts, including relaying stock positions and account balances.
Enter profile information and pre-fill client account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
Assist with clerical research on investment portfolio holdings and performance reporting, and prepare client meeting materials using firm-approved systems.
Assist with data entry for client needs such as new account opening and financial planning at the direction of FAs, PWAs, or teams.
Support the marketing strategy of FAs, PWAs, or teams, such as maintaining websites.
Assist FAs, PWAs, and teams in delivering against their business plans and client service models.
Remain current on policies, procedures, and new platforms.
Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management.
Answer inbound calls and make outbound calls, including scheduling follow-up calls with FAs, PWAs, or teams as needed.
Manage calendars and coordinate meetings or events, including logistics and material preparation, maintaining agendas, and sending calendar invitations 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 documents.
Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

Medical, prescription drug, dental, and vision plans.
Health Savings Account.
Dependent Day Care Savings Account.
Life insurance.
Disability and other insurance plans, including short- and long-term disability.
Paid time off, including sick leave consistent with state and local law, parental leave, and 10 vacation days annually.
10 paid holidays.
401(k).
The successful candidate may be eligible for an annual discretionary incentive compensation award and may participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
Other special employee perks.