Client Relationship Analyst

Responsibilities

• Provide exceptional service to clients and support Financial Advisors (FAs) and Private Wealth Advisors (PWAs)
• Execute money movement transactions and assist with account documentation and data entry
• Answer non-investment related client questions regarding account balances and stock positions
• Educate and enroll clients in digital tools and platforms
• Assist with research relating to investment portfolio holdings and performance reporting
• Manage calendars, coordinate meetings, and maintain travel itineraries
• Prepare expense reports and provide general administrative support such as filing and scanning

Requirements

• High School Diploma or equivalency required; College degree preferred
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint)
• Willingness to obtain Series 7 and Series 66 (or Series 63 and 65) licenses
• Strong interpersonal, writing, and client service skills
• Ability to prioritize tasks and manage time effectively in a fast-paced environment
• Detail-oriented with superior organizational skills

About the Company

Morgan Stanley advises, originates, trades, manages, and distributes capital for people, governments, and institutions. Guided by core values of putting clients first and doing the right thing, the firm provides first-class service and innovative financial solutions to clients globally.