Client Relations & Support Analyst

PowerToFly; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth teams. You will nurture client relationships, handle account inquiries, and assist with data entry and digital tools onboarding.

This role emphasizes detail, organization, and strong communication as you help prepare materials for client meetings and coordinate travel, scheduling, and expense reporting in a fast-paced environment.

Qualifications

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

Responsibilities

• Support client relationships for FAs/PWAs/teams.
• Process money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate clients on digital tools (e.g. MSOnline, eSign, eAuthorization).
• Assist teams with research relating to portfolios and prepare client meeting materials.
• Assist with data entry for new accounts and financial planning.
• Support marketing and website updates and team business plans.

Skills

Detail oriented

Microsoft Office

Writing

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Job description

Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth teams. You will nurture client relationships, handle account inquiries, and assist with data entry and digital tools onboarding.

This role emphasizes detail, organization, and strong communication as you help prepare materials for client meetings and coordinate travel, scheduling, and expense reporting in a fast-paced environment.