Client Relationship & Advisory Support Analyst

Morgan Stanley; Ponte Vedra Beach (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth teams in the United States. You will build trusted client relationships through daily interactions and assist with routine inquiries, money movement requests, and account documentation.

The role emphasizes attention to detail, strong communication, and proficiency with MS Office. A high school diploma is required; a college degree is preferred, and you should be willing to pursue securities

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus for client service roles.
• Willingness to obtain required securities licenses (Series 7/66/63/65).

Responsibilities

• Provide service coverage for a FA/PWA/team, including client relationship cultivation and money movement requests.
• Answer general client questions about accounts and relay positions and balances.
• Handle clerical tasks such as profile data entry and document preparation for accounts.
• Educate clients on digital tools and support portfolio research and meeting materials.
• Support marketing efforts and adapt to evolving policies and platforms.

Skills

Detail oriented

MS Office

Writing skills

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65 licenses

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth teams in the United States. You will build trusted client relationships through daily interactions and assist with routine inquiries, money movement requests, and account documentation.

The role emphasizes attention to detail, strong communication, and proficiency with MS Office. A high school diploma is required; a college degree is preferred, and you should be willing to pursue securities