Client Relationship Analyst

Morgan Stanley • Paramus, NJ

3d

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 clients with everyday needs, leading with a client-first mindset. The role combines client service and administrative support, including assisting with transactions, account information, digital tools, documentation, meeting preparation, scheduling, and office functions.

The position reports to a Business Service Officer. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future. Morgan Stanley describes an inclusive, collaborative work environment and opportunities to move within the business. The stated salary range is $33,113 to $90,000 per year. The successful candidate may be eligible for annual discretionary incentive compensation and participation in a business-unit incentive compensation plan, which may include a discretionary bonus.

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 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.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

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 providing stock positions and account balances.
• Enter profile information or pre-fill 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, including 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 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, 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 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 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 insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• Vacation days (the number is stated as “X Vacation Days annually”)
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Other employee perks
• Possible annual discretionary incentive compensation award
• Possible participation in a business-unit incentive compensation plan, which may include a discretionary bonus component

What This Job Offers

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