Client Relationship Analyst: Client Support & Admin

Morgan Stanley; City of Utica (NY); On-site; USD 22,041 - 56,302; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This role will involve building trusted relationships with clients and assisting with everyday needs.

The ideal candidate will possess strong interpersonal and organizational skills and be detail-oriented. Responsibilities include supporting client relationships, executing transactions, and managing schedules. Compensation ranges from $16 to $40.87 per hour based on experience.

Qualifications

• High School Diploma; college degree preferred.
• Willingness to obtain Series 7, 66, or 63 and 65 licenses.
• Detail oriented with strong organizational skills.

Responsibilities

• Support FA/PWA in enhancing client relationships.
• Execute money movement transactions as needed.
• Maintain travel itineraries and prepare expense reports.

Skills

Interpersonal skills

Organizational skills

Client service skills

Microsoft Office

Time management

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. This role will involve building trusted relationships with clients and assisting with everyday needs.

The ideal candidate will possess strong interpersonal and organizational skills and be detail-oriented. Responsibilities include supporting client relationships, executing transactions, and managing schedules. Compensation ranges from $16 to $40.87 per hour based on experience.