Client Relationship Analyst FARS

Morgan Stanley • Barrington, IL

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, clerical, and administrative support while helping advisors deliver their business plans and service models.

The position also includes maintaining current knowledge of firm policies, procedures, and platforms; participating in firm initiatives and training; and completing special projects or other duties assigned by local management. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future. The role reports to a Business Service Officer.

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 relaying stock positions and account balances, funds due, and margin debits.
• Enter client profile information or pre-fill account documents 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, including new account opening and financial planning, at the direction of FAs, PWAs, or teams.
• Support advisor and team marketing strategies, such as website maintenance.
• Help FAs, PWAs, and teams deliver against their business plans and client service models.
• Remain current on firm 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 or PWAs 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 reimbursement processes.
• Provide general in-office support, 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
• 10 vacation days annually
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Other special employee perks
• May be eligible for an annual discretionary incentive compensation award
• May be eligible to participate in the relevant business unit’s 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