Client Relationship Analyst - Financial Services

Morgan-Stanley

Grosse Pointe (MI)

On-site

USD 45,000 - 65,000

Full time

5 days ago

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Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships through regular client interactions and maintaining a client-first mindset.

Responsibilities include onboarding new clients, processing money movements, answering questions, and educating clients on digital tools, while supporting the team’s business plan and client service

Qualifications

High School Diploma or equivalent is required.
College degree is preferred.
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are required.

Responsibilities

Support Financial Advisor/Team in cultivating and enhancing client relationships.
Execute money movement transactions as requested by clients/FA/PWA/team.
Answer non-investment questions; relay stock positions and account balances.
Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
Onboard and maintain client accounts; collect necessary documentation.
Provide clients with account details (objectives, risk tolerance).
Assist with research for portfolios and prepare client meeting materials.
Assist with data entry for new accounts and financial planning.
Participate in firm initiatives and training programs.