Client Relations & Service Analyst

Morgan-Stanley; Tulsa (OK); On-site; USD 42,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams, build trusted client relationships, and handle routine client inquiries. You will assist with account maintenance, digital tools adoption, and meeting preparation in a fast-paced environment.

The role emphasizes accuracy, strong communication, and teamwork across client service activities and internal processes. This is a full-time position based in the United States.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Ability to provide exceptional client service and build trust.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Ability to prioritize and multitask in a fast-paced environment.

Responsibilities

• Provide coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill documents per direction.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings and portfolio reporting.
• Support account openings and financial planning data entry.
• Assist marketing efforts and maintain relevant website content.
• Stay current on policies and participate in training programs.

Skills

Client service excellence

Interpersonal skills

Detail orientation

Organizational skills

Time management

Teamwork

Adaptability

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams, build trusted client relationships, and handle routine client inquiries. You will assist with account maintenance, digital tools adoption, and meeting preparation in a fast-paced environment.

The role emphasizes accuracy, strong communication, and teamwork across client service activities and internal processes. This is a full-time position based in the United States.