Client Relationship Analyst

Morgan Stanley; Middleton (MA); On-site; USD 20,664 - 59,608; Part time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Middleton, Massachusetts, to provide exceptional support to Financial Advisors and clients. The ideal candidate will be detail-oriented with strong organizational and interpersonal skills. Responsibilities include managing client interactions, supporting team functions, and executing transactions. A high school diploma is required, with a preference for a college degree. The position offers a competitive pay ranging from $15 to $43.27 per hour, reflecting the individual's experience and role specifics.

Qualifications

• High School Diploma or equivalency required; college degree is preferred.
• Willingness to obtain necessary financial industry licenses.
• Organizational skills and ability to prioritize tasks.

Responsibilities

• Support Financial Advisors in nurturing client relationships.
• Execute money movement transactions as needed by clients.
• Assist with scheduling and preparing meeting logistics.

Skills

Detail oriented

Microsoft Office skills

Interpersonal skills

Time-management

Team player

Education

High School Diploma or Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Position Summary

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor (FAs)/Private Wealth Advisor (PWAs)/teams on a daily basis. Through regular interactions with clients, the individual in this role builds trusted relationships. Leading with a client‑first mindset, the successful candidate will have strong interpersonal skills and 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 on 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 or other duties directed by local management

ADMINISTRATIVE SUPPORT

• Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed)
• Manage the calendar including coordinating meetings or events with logistics such as material prep (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

Education and/or Experience

• High School Diploma or 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 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

EEO AND DIVERSITY STATEMENT

Morgan Stanley is an equal‑opportunity employer committed to diversity and inclusion. The firm ensures equal employment opportunity without discrimination on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital status, pregnancy, veteran status, genetic information or other characteristics protected by law. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

COMPENSATION

Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment. Base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley-sponsored benefit programs.