Client Relations Analyst - Wealth Services

Morgan-Stanley; Los Gatos (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and revenue-support to Financial Advisors and Private Wealth Advisors daily. You will build trusted relationships through proactive communication and accurate processing of client needs in a fast-paced wealth-management environment.

The role requires strong interpersonal skills, attention to detail, and fluency with Microsoft Office.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Cultivate and enhance new and existing client relationships with FAs/PWAs/teams.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about client accounts and relaying stock positions and balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in firm digital tools (e.g., MSOnline, eSign, eAuthorization).
• Assist FAs/PWAs/teams with research for investment portfolios and materials for client meetings.
• Assist with data entry for new account openings and financial planning per direction.
• Support marketing efforts and client-service initiatives.
• Stay current on policies, procedures, and platforms; participate in firm initiatives.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Communication

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and revenue-support to Financial Advisors and Private Wealth Advisors daily. You will build trusted relationships through proactive communication and accurate processing of client needs in a fast-paced wealth-management environment.

The role requires strong interpersonal skills, attention to detail, and fluency with Microsoft Office.