Client Relationship Analyst

Morgan Stanley; Louisville (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

PowerToFly is seeking a Client Relationship Analyst in Louisville, Kentucky, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships through daily interactions, assisting clients with their needs, and supporting the business plan of advisory teams.

Ideal candidates will possess a high school diploma, strong organizational skills, and advanced Microsoft Office proficiency. The supportive environment focuses on client-first service and teamwork.

We embrace diversity and encourage all candidates to apply.

Qualifications

• Detail orientated with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Supporting the FA/PWA/team to cultivate client relationships.
• Executing money movement transactions at the request of the client.
• Answering general questions concerning client accounts.

Skills

Detail orientated with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Ability to prioritize

Adaptable and ability to multi-task

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and 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 will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

• 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)
• Enter profile information or pre-fill 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)
• Assist 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
• Assist 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)
• Assist 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

• 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

Education and/or Experience

• 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)

Knowledge/Skills

• Detail orientated 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

Equal Employment Opportunity

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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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