Client Relationship Analyst FARS

Morgan Stanley • Barrington, IL

7d • $35,360 - $90,000

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 clients with everyday needs, applying a client-first mindset and strong interpersonal skills. The role provides client service and clerical support, assists with administrative and team operations, and helps advisors deliver their business plans and service models.

The position also involves supporting firm initiatives, staying current on policies and platforms, and working collaboratively in a fast-paced, evolving environment. 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 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 advisors.
• Answer general non-investment questions about client accounts, including relaying stock positions and account balances.
• Enter profile information and pre-fill client account documentation in a clerical capacity at the direction of clients and/or advisors.
• 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 openings and financial planning at the direction of advisors and teams.
• Support advisor and team marketing strategies, such as website maintenance.
• Help advisors and teams deliver 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 assigned 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 documents.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Medical, prescription drug, dental, and vision coverage.
• Health Savings Account and Dependent Day Care Savings Account.
• Life insurance, disability insurance, and other insurance plans.
• Paid time off, including sick leave consistent with state and local law, parental leave, and 10 vacation days annually.
• 10 paid holidays.
• 401(k).
• Short- and long-term disability.
• Other special employee perks.
• Potential eligibility for an annual discretionary incentive compensation award and participation 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