Client Relationship Analyst

Morgan Stanley • Indianapolis, IN

4d

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 address clients’ everyday needs with a client-first mindset. The role also provides clerical and administrative support to advisors and teams, including assistance with client servicing, account documentation, business planning, meetings, and office functions.

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 collaboratively 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.
• Must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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 a client and/or FA or PWA.
• Answer general non-investment-related questions about client accounts, including relaying stock positions and account balances.
• Enter profile information or pre-fill client account documentation in a clerical capacity, as directed by a client and/or FA or PWA.
• Educate clients about or enroll them in digital tools such as MSOnline, eSign, and eAuthorization.
• Assist advisors and teams 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, as directed by advisors and teams.
• Support advisor and team marketing strategies, such as website maintenance.
• Assist advisors and teams in delivering 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 advisors and teams as needed.
• 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.
• Provide 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

• Employee benefits and perks described as attractive and comprehensive.
• Support for employees and their families throughout their work-life journey.
• Opportunity to move about the business for employees who show passion and grit.

What This Job Offers

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