Client Relationship Analyst

Morgan Stanley • Toms River, 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 on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs, using a client-first approach and strong interpersonal skills.

The role provides client and administrative support, including assisting with client relationships and transactions, answering general non-investment account questions, completing clerical tasks and account documentation, helping clients use digital tools, and preparing materials for client meetings. It also supports advisor business plans and marketing strategies, maintains familiarity with firm policies and platforms, and participates in training, projects, and other initiatives.

Administrative responsibilities include handling calls, coordinating calendars and meeting logistics, maintaining travel itineraries, processing expense reports, and providing general in-office support. 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.
• 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 current or future employment visa sponsorship.

Nice To Haves

• College degree.
• Industry experience.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, or teams in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of clients or advisors.
• Answer general non-investment account questions, 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 or advisors.
• 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 needs such as new account opening and financial planning at the direction of advisors or teams.
• Support advisor and team marketing strategies, such as website maintenance.
• Help advisors and teams deliver against their business plans and client service models.
• Remain current on firm policies, procedures, and new 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 the reimbursement process.
• Provide general in-office support, including copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the advisor.

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
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Potential eligibility for an annual discretionary incentive compensation award
• Potential eligibility to participate in a business-unit incentive compensation plan, which may include a discretionary bonus
• Additional employee perks

What This Job Offers

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