Client Relations & Support Analyst

PowerToFly; Middleton (MA); On-site; USD 20,664 - 56,481; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors, supporting daily client needs and team operations in Middleton, MA. The role emphasizes building trusted relationships and facilitating client inquiries and transactions.

The position involves clerical duties, digital tool adoption by clients, and collaboration with teams on marketing and performance reporting.

Responsibilities

• Provide service coverage for a FA/PWA/team including building and maintaining client relationships
• Execute money movement transactions as requested by clients and advisors
• Answer non-investment questions about client accounts and balances
• Enter profile information and prep account documentation in clerical capacity
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization)
• Assist with research on portfolio holdings and performance reporting for client meetings
• Support onboarding and financial planning data entry as directed
• Support marketing efforts and general firm initiatives
• Stay current on policies, procedures and new platforms
• Participate in training and other duties directed by local management
• Answer inbound/outbound calls and manage calendar and travel itineraries
• Prepare expense reports and assist with in-office support functions

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors, supporting daily client needs and team operations in Middleton, MA. The role emphasizes building trusted relationships and facilitating client inquiries and transactions.

The position involves clerical duties, digital tool adoption by clients, and collaboration with teams on marketing and performance reporting.