Client Relationship Analyst

Morgan Stanley•Utica, NY

5d•$16 - $43

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, applying a client-first mindset and strong interpersonal skills. The role provides client and administrative support, including helping maintain client relationships, handling client-requested money movement transactions, answering general non-investment account questions, entering profile information and pre-filling account documents at the direction of clients or advisors, and educating or enrolling clients in digital tools. Analysts also assist with portfolio-holdings research, performance reporting, client meeting materials, account opening and financial-planning data entry, marketing support, and delivery of the advisor team’s business plan and service model. Administrative duties include answering and making calls, managing calendars and meeting logistics, maintaining travel itineraries, preparing expense reports, and providing general in-office support. The role 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.

Requirements

High school diploma or equivalency.
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.
Enter client profile information and pre-fill account documentation in a clerical capacity at the direction of clients and/or FAs or PWAs.
Educate clients about and 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 such as 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 their business plan and client service model.
Remain current on firm policies, procedures, and 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 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, including copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA or PWA.