Client Experience & Support Analyst

Morgan Stanley; Boston (MA); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley in Boston is looking for a Registered Client Relationship Analyst to support Financial Advisors and teams with exceptional client service and daily tasks. The role emphasizes relationship-building, account onboarding, and handling routine client inquiries in a fast-paced environment.

The position involves assisting with digital tools, documentation, and research for client meetings, while maintaining accuracy and a client-first mindset in a dynamic wealth management setting.

Qualifications

• College degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions concerning client accounts.
• Enter profile information or pre-fill account documentation on client accounts in a clerical capacity.
• Educate or enroll clients in digital tools (e.g. MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and documentation.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Support the team marketing strategy (e.g., website maintenance).
• Assist with research relating to investment portfolio holdings and preparing materials for client meetings.
• Assist data entry for key client needs (new account openings, financial planning).
• Remain current on policies and platforms.
• Participate in firm initiatives and other duties directed by local management.

Skills

Client service

Interpersonal skills

Communication

Detail oriented

Organization

Multitasking

Team player

Adaptable

Results driven

Education

College degree preferred

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Office

Excel

Word

PowerPoint

Outlook

Job description

Morgan Stanley in Boston is looking for a Registered Client Relationship Analyst to support Financial Advisors and teams with exceptional client service and daily tasks. The role emphasizes relationship-building, account onboarding, and handling routine client inquiries in a fast-paced environment.

The position involves assisting with digital tools, documentation, and research for client meetings, while maintaining accuracy and a client-first mindset in a dynamic wealth management setting.