Client Relationship Analyst

Morgan Stanley • Winchester, VA

5d

About The Position

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through regular client interactions, they build trusted relationships and help address clients’ everyday needs with a client-first mindset. The role provides client service and clerical support, including assisting with transactions and account questions, preparing documentation and meeting materials, supporting digital tool adoption, contributing to marketing and business plans, and handling administrative tasks.

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).
• Strong attention to detail, organizational skills, and 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 collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.

Nice To Haves

• College degree preferred.
• Industry experience is a plus.

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.
• Provide clerical assistance with 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 FAs, PWAs, and teams’ marketing strategies, including website maintenance.
• Help FAs, PWAs, and teams deliver against their business plans and client service models.
• Remain current on policies, procedures, and new platforms.
• Participate in firm initiatives, 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.
• Manage calendars and coordinate meetings or events, including preparing materials, 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, including copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Comprehensive employee benefits and perks.
• Support for employees and their families throughout their work-life journey.
• Opportunities to move about the business for employees who demonstrate passion and grit.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED