Client Relationship Analyst

Morgan Stanley • York, PA

3d

About The Position

Registered 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 approach.

The role provides client-service and clerical support, including assisting with account servicing and onboarding, money movement, digital tools, documentation, account questions, order entry at the direction of an FA/PWA/team, and preparation for client meetings. It also supports advisor business plans and marketing strategies, stays current on firm policies and platforms, and participates in firm initiatives and special projects.

Administrative duties include handling phone calls and service updates, coordinating calendars and meetings, maintaining travel itineraries, preparing expense reports, and providing general in-office support. The position reports to the Business Service Officer. Applicants must be legally authorized to work in the United States and must not require current or future employment visa sponsorship.

Requirements

• High school diploma or equivalent.
• Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong attention to detail, superior 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.
• Legally authorized to work in the United States without requiring current or future employment visa sponsorship.

Nice To Haves

• College degree preferred.
• Two or more years of industry experience preferred.

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 the FA/PWA/team.
• Answer general non-investment-related account questions, including relaying stock positions and account balances.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or the FA/PWA/team.
• Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the FA/PWA/team.
• Provide existing clients with account information such as investment objectives and risk tolerance.
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Assist FAs and teams in delivering against their business plans and client service models.
• Support the Financial Advisor/team marketing strategy, including website maintenance.
• Assist FAs/PWAs/teams in a clerical capacity with research relating to 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/teams.
• 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 phone calls or make outbound calls with service-request updates, including scheduling follow-up calls 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 support functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA/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