Client Relationship & Administrative Support Analyst

Morgan Stanley; Winchester (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional client service to Financial Advisors and Private Wealth Advisors, building trusted relationships and supporting daily operations with a client-first mindset.

Responsibilities include client support, executing money movements, answering account questions, data entry, and preparing client meeting materials using approved systems. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Experience in client service/support roles is a plus.
• Willingness to obtain Series 7, 66 or 63/65 licenses.

Responsibilities

• Provide coverage for an FA/PWA/team and support client relationships.
• Execute money movement transactions as requested by the client or FA/PWA.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist in research and materials for client meetings and for reporting portfolios.
• Assist with data entry for new accounts and financial planning needs.
• Support marketing activities for FAs/PWAs/teams and events.
• Stay current on policies and platform changes.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Ability to multi-task

Client service skills

Strong writing

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7/66/63/65

Tools

MS Office Suite

CRM software

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional client service to Financial Advisors and Private Wealth Advisors, building trusted relationships and supporting daily operations with a client-first mindset.

Responsibilities include client support, executing money movements, answering account questions, data entry, and preparing client meeting materials using approved systems. Strong communication and organizational skills are essential.