Client Relationship Analyst

Morgan-Stanley; Wilkes-Barre (Luzerne County); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams, building trusted client relationships through proactive service, data entry, and timely transactions.

You will handle account inquiries, educate clients on digital tools, assist with meetings and reporting, and contribute to firm initiatives while maintaining accuracy and high-quality client service in a fast-paced environment.

Qualifications

• 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)

Responsibilities

• Provide client support for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions on client request.
• Answer general non-investment questions and relay account information.
• Enter profile information or pre-fill documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research relating to portfolios and performance reporting.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and update websites as needed.
• Maintain calendars and coordinate meetings with logistics.
• Prepare expense reports and manage reimbursements.
• Carry out general in-office support tasks such as copying and filing.

Skills

Detail oriented

Organizational skills

Time management

Interpersonal skills

Writing skills

Teamwork

Multi-tasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Job description

POSITION SUMMARYClient 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 SUPPORTProvide service coverage for a FA/PWA/team including:Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or FA/PWAAnswering 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/PWAEducating 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 systemsAssist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teamsSupporting the Fas / PWAs / teams’ marketing strategy (e.g., website maintenance)Assist Fas / PWAs/ teams in delivering against their business plan and client service modelRemaining current on all policies, procedures and new platformsParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementADMINISTRATIVE 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 processAssisting with general in-office support functions such as copying, filing and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or ExperienceHigh School Diploma/EquivalencyCollege degree preferredIndustry experience is a plusWillingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Knowledge/SkillsDetail orientated with superior organizational skills and ability to prioritizeAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Exceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multi-taskGoal oriented, self-motivated and results drivenReports to:Business Service OfficerTo qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.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.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 .