Registered Client Relationship Analyst

Morgan Stanley; Toms River (NJ); On-site; USD 21,931 - 57,955; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k)

Paid Time Off

Job summary

Morgan Stanley in Toms River is looking for a Client Relationship Analyst to provide exceptional client service and support our Financial Advisors.

The ideal candidate will build trusted relationships, assist with daily client needs, and collaborate with teams on various tasks. Key duties include managing client's transactions and helping educate them on our digital tools.

Benefits include a wide range of health options, 401(k), and paid time off.

Qualifications

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA), Series 63 (AG), and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Support the FA team in cultivating client relationships.
• Execute money movement transactions as requested.
• Educate clients on digital tools.
• Assist with client meeting preparations.
• Manage calendars and coordinate meetings.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Client service skills

Strong time management skills

Ability to multi-task

Education

High School Diploma

College degree preferred

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

• 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 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 and 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

Salary and Compensation

Salary range for the position: $15.92 and $42.07 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

Benefits

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Equal Employment Opportunity

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).

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