Client Relationship Analyst: Build Client Partnerships

Morgan Stanley; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling day-to-day tasks. You will assist with client inquiries, data entry, and digital-tool adoption, staying aligned with firm policies and goals.

The role emphasizes strong interpersonal skills, accuracy, and the ability to manage multiple tasks in a fast-paced environment while supporting the team in achieving its service objectives.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain required Series licenses (7/66 or 63/65).

Responsibilities

• Provide service coverage for a FA/PWA/team and assist with client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions and relay balances and positions.
• Enter profile information or pre-fill account documents as directed by the team.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign).
• Prepare client meeting materials using firm-approved systems.
• Assist with data entry for new accounts and financial planning needs.
• Support team marketing efforts and help deliver against business plans.

Skills

Attention to detail

MS Office Proficiency

Communication & client service

Time management

Team collaboration

Adaptability

Goal orientation

Self-motivation

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Series 7/66/63/65 license willingness

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and handling day-to-day tasks. You will assist with client inquiries, data entry, and digital-tool adoption, staying aligned with firm policies and goals.

The role emphasizes strong interpersonal skills, accuracy, and the ability to manage multiple tasks in a fast-paced environment while supporting the team in achieving its service objectives.