Client Relations & Service Analyst

Morgan Stanley; Middleton (MA); On-site; USD 20,664 - 59,608; Part time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Middleton, Massachusetts, to provide exceptional support to Financial Advisors and clients. The ideal candidate will be detail-oriented with strong organizational and interpersonal skills. Responsibilities include managing client interactions, supporting team functions, and executing transactions. A high school diploma is required, with a preference for a college degree. The position offers a competitive pay ranging from $15 to $43.27 per hour, reflecting the individual's experience and role specifics.

Qualifications

• High School Diploma or equivalency required; college degree is preferred.
• Willingness to obtain necessary financial industry licenses.
• Organizational skills and ability to prioritize tasks.

Responsibilities

• Support Financial Advisors in nurturing client relationships.
• Execute money movement transactions as needed by clients.
• Assist with scheduling and preparing meeting logistics.

Skills

Detail oriented

Microsoft Office skills

Interpersonal skills

Time-management

Team player

Education

High School Diploma or Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Middleton, Massachusetts, to provide exceptional support to Financial Advisors and clients. The ideal candidate will be detail-oriented with strong organizational and interpersonal skills. Responsibilities include managing client interactions, supporting team functions, and executing transactions. A high school diploma is required, with a preference for a college degree. The position offers a competitive pay ranging from $15 to $43.27 per hour, reflecting the individual's experience and role specifics.