Client Relationship Analyst

PowerToFly; Farmington Hills (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

PowerToFly is seeking a Client Relationship Analyst in Farmington Hills, Michigan. This role involves providing excellent service to clients and supporting Financial Advisors in managing client accounts. The successful candidate will demonstrate strong interpersonal skills and attention to detail.

Job responsibilities include supporting marketing strategies, managing calendars, and assisting with financial planning tasks. Applicants should have a high school diploma, with a college degree preferred, and a willingness to acquire relevant licenses.

Qualifications

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7, Series 66, or Series 63 and Series 65 licenses.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as per client requests.
• Maintain client accounts and perform clerical tasks.

Skills

Advanced Microsoft Office skills

Exceptional writing skills

Detail oriented

Strong time management skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Job description

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

RESPONSIBILITIES

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of the client and/or FA/PWA
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc., and prepare materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remain current on all policies, procedures and new platforms
• Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
• Answer inbound phone calls or make outbound calls (e.g., schedule follow-up calls with FAs/PWAs/teams as needed)
• Manage the calendar including coordinating meetings or events with logistics such as material preparation (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintain travel itineraries, prepare expense reports and manage the reimbursement process
• Assist with general in-office support functions such as copying, filing and scanning documentation
• Prepare and submit expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to: Business Service Officer

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.