Client Relationship Analyst

Responsibilities

• Provide exceptional service to clients and support Financial Advisors (FAs) and Private Wealth Advisors (PWAs) in cultivating relationships.
• Execute money movement transactions and answer non-investment related questions regarding client accounts.
• Assist with account documentation, data entry for new account openings, and financial planning support.
• Educate and enroll clients in digital tools such as MSOnline and eSign.
• Manage administrative tasks including calendar coordination, meeting logistics, travel itineraries, and expense reporting.
• Support marketing strategies and assist in preparing materials for client meetings.

Requirements

• High School Diploma or equivalency required.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
• Strong interpersonal, writing, and client service skills.
• Ability to work in a fast-paced, evolving environment with strong organizational and multitasking skills.
• Willingness to obtain Series 7 and 66 or Series 63 and 65 licenses.

Preferred Qualifications

• College degree preferred.
• Previous experience in the financial services industry.

About the Company

Morgan Stanley is a leading global investment bank that advises, manages, and distributes capital for people, governments, and institutions. Guided by core values of putting clients first and doing the right thing, we strive to provide first-class service and innovative solutions to help our clients reach their goals.