Client Relationship Analyst

Morgan Stanley; Springfield (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Relationship Analyst to provide exceptional service to financial advisors and client teams. You will build trusted relationships through regular client interactions and support daily operations.

Key duties include client support, processing money movements, answering account questions, entering profile data, enrolling clients in digital tools, preparing materials for meetings, and assisting with marketing efforts.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Support a FA/PWA/team by cultivating and enhancing 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.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity.
• 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 and preparing materials for client meetings.
• Assist with data entry for key client needs such as new account opening and financial planning.
• 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.
• Remain current on all policies, procedures and new platforms.
• Participating in firm initiatives or other duties directed by local management.

Skills

Attention to detail

MS Office proficiency

Client service skills

Education

High School Diploma

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

MSOnline

eSign

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.

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 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 aa 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];.. completion was cut off