Client Experience & Relationship Analyst

711 MS Smith Barney, LLC; Paramus (NJ); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships through daily interactions and a client-first mindset, leveraging strong interpersonal and organizational skills.

Responsibilities include supporting the FA/PWA teams, processing money movements, answering account questions, data entry, educating clients on digital tools, preparing

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or 63/65.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions on client request.
• Answer general non-investment questions about client accounts.
• Enter profile information and pre-fill account documents.
• Educate or enroll clients in digital tools.
• Prepare materials for client meetings using approved systems.
• Assist with data entry for new accounts and planning.
• Support marketing strategies and website maintenance.
• Keep current on policies, procedures and new platforms.
• Participate in training or special projects.

Skills

Interpersonal skills

Customer service

Time management

Attention to detail

Team player

Adaptable

Multi-tasking

Communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships through daily interactions and a client-first mindset, leveraging strong interpersonal and organizational skills.

Responsibilities include supporting the FA/PWA teams, processing money movements, answering account questions, data entry, educating clients on digital tools, preparing