Client Relationship Analyst

Morgan Stanley; Kansas City (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services firm in Kansas City is seeking a Client Relationship Analyst to provide exceptional service to clients and support financial advisors. The role involves building client relationships, executing transactions, and delivering administrative support. Applicants should have a high school diploma (college degree preferred), strong interpersonal skills, and readiness to obtain required industry licenses. This position offers a dynamic work environment and extensive employee benefits.

Benefits

Comprehensive employee benefits

Opportunity for career advancement

Qualifications

• Willingness to obtain Series 7 and 66 or 63 and 65 licenses.
• Exceptional writing and client service skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Provide service coverage for Financial Advisors.
• Execute money movement transactions as requested.
• Assist with data entry for client needs.

Skills

Detail oriented

Advanced Microsoft Office skills

Interpersonal skills

Time management

Team player

Education

High School Diploma / Equivalency

College degree preferred

Job description

Overview

Client Relationship Analyst

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

• Providing service coverage for a FA / PWA / team including :
• Supporting the FA / PWA / team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and / or FA / PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Entering profile information or pre-filling account documentation on client accounts and / or documents in a clerical capacity at the direction of the client and / or FA / PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assisting FAs / PWAs / teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the FAs / PWAs / teams
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
• Assisting FAs / PWAs / teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and / or other duties directed by local management
• Administrative support including :
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA / PWA

Education, experience, knowledge, and skills include :

• 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 committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.