Client Relationship Analyst

Morgan Stanley • Duncan, OK

5d

About The Position

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular client interactions, they build trusted relationships and address clients’ everyday needs with a client-first mindset. The role also provides administrative and clerical support to advisors and teams, helping deliver their business plans and client service models.

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 and not require 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 or pre-fill account documentation 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 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, or teams.
• Support advisor and team marketing strategies, such as website maintenance.
• Assist FAs, PWAs, and teams in delivering their business plans and client service models.
• 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 calls and make outbound calls, including scheduling follow-up calls with FAs, PWAs, or 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 documentation.
• Prepare and submit expense reports for processing at the direction of the FA or PWA.

Benefits

• Morgan Stanley offers comprehensive employee benefits and perks, but specific benefits are not listed.

What This Job Offers

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