Client Relations & Wealth Support Analyst

Socket.dev; Pittsburgh (Allegheny County); On-site; USD 42,000 - 68,000; Full time

Job summary

Morgan Stanley seeks a Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle client interactions, account-related inquiries, and clerical duties in a fast-paced environment.

Strong interpersonal skills, attention to detail, and proficiency in MS Office are essential. This role supports regional teams and requires ongoing learning of policies and new platforms.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65 licensing.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and enhancement.
• Execute money movement transactions as requested by clients or FA/PWA.
• Answer general non-investment questions about client accounts and relaying balances.
• Enter profile information and pre-fill account documentation per direction.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Assist with research related to portfolio holdings and prepare client meeting materials.
• Assist with data entry for new accounts and financial planning per direction.
• Support marketing strategies and website updates.
• Help teams meet their business plan and client service model.
• Stay current on policies and new platforms; participate in training.
• Handle inbound/outbound calls and calendar coordination; expense reporting.
• Provide general in-office support (copying, filing, scanning).

Skills

Detail oriented

Interpersonal and client service

Excellent writing

Time management

Team player

Adaptable and multi-task

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle client interactions, account-related inquiries, and clerical duties in a fast-paced environment.

Strong interpersonal skills, attention to detail, and proficiency in MS Office are essential. This role supports regional teams and requires ongoing learning of policies and new platforms.