Client Relationship Analyst

PowerToFly; Middleton (MA); On-site; USD 20,664 - 56,481; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors, supporting daily client needs and team operations in Middleton, MA. The role emphasizes building trusted relationships and facilitating client inquiries and transactions.

The position involves clerical duties, digital tool adoption by clients, and collaboration with teams on marketing and performance reporting.

Responsibilities

• Provide service coverage for a FA/PWA/team including building and maintaining client relationships
• Execute money movement transactions as requested by clients and advisors
• Answer non-investment questions about client accounts and balances
• Enter profile information and prep account documentation in clerical capacity
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization)
• Assist with research on portfolio holdings and performance reporting for client meetings
• Support onboarding and financial planning data entry as directed
• Support marketing efforts and general firm initiatives
• Stay current on policies, procedures and new platforms
• Participate in training and other duties directed by local management
• Answer inbound/outbound calls and manage calendar and travel itineraries
• Prepare expense reports and assist with in-office support functions

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 withclients, individuals in this role build trusted relationships. Leading with a client first mindset, asuccessful candidate for this role will have strong interpersonal skills and will be able to assist clientswith their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide 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 relayingstock 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 ina 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 approvedsystems
• Assist with data entry for key client needs such as new account opening and financial planning at thedirection 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 otherduties directed by local management

ADMINISTRATIVE SUPPORT:

• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls withFAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as materialprep (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

Reports to:

• Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

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 (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $15 and $40.87 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.

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.