Registered Client Relationship Analyst

Morgan Stanley•Port Jefferson, NY

About The Position

Registered Client Relationship Analysts provide exceptional service to clients and daily support to Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. Through regular client interactions, they build trusted relationships and assist with clients’ everyday needs, guided by a client-first mindset. The role combines client service and clerical support with administrative responsibilities. Analysts support account onboarding and maintenance, client transactions and inquiries, digital tools, advisor business plans, marketing, research, meeting preparation, and firm initiatives. Administrative work includes handling calls, coordinating calendars and meeting logistics, managing travel and expense processes, and providing general in-office support. The position reports to the Business Service Officer.

Requirements

High school diploma or equivalency.
Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
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 work collaboratively as part of a team.
Ability to work in a fast-paced, evolving environment.
Adaptability and ability to multitask.
Goal-oriented, self-motivated, and results-driven.

Nice To Haves

College degree preferred.
Two or more years of industry experience preferred.

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 the FA, PWA, or team.
Answer general non-investment-related questions about client accounts, including relaying stock positions and account balances.
Enter profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or the FA, PWA, or team.
Educate clients about or enroll them in digital tools, including MSOnline, eSign, and eAuthorization.
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity.
Provide existing clients with details about their account information, such as investment objectives and risk tolerance.
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA, PWA, or team.
Assist Financial Advisors and teams in delivering their business plan and client service model.
Support the Financial Advisor or team marketing strategy, such as website maintenance.
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 key client needs, including new account opening and financial planning, at the direction of FAs, PWAs, or teams.
Stay current on 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 or make outbound calls with service-request updates, including scheduling follow-up calls with Financial Advisors 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.
Assist with general in-office support, such as copying, filing, and scanning documentation.
Prepare and submit expense reports for processing at the direction of the FA or PWA.