Client Relationship Analyst — Financial Services Support

Morgan Stanley; New York (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in New York, NY, seeks Registered Client Relationship Analysts to provide dedicated service to Financial Advisors and client teams. You will handle client inquiries, process transactions, onboard accounts, and educate clients on digital tools, while supporting the FA/PWA team's business plan and client service model. The role offers growth in a fast-paced financial services environment.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Active FINRA licenses: Series 7 and 66 or 63 and 65.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions as requested.
• Answer non-investment questions about client accounts.
• Enter profile information and pre-fill account documents.
• Educate clients on digital tools (MSOnline, eSign).
• Onboard and maintain client accounts and collect documentation.
• Provide clients with account details and objectives.
• Assist with research and materials for client meetings.
• Support marketing and website updates.
• Assist with data entry for new accounts and planning.
• Stay current on policies, procedures, and platforms.

Skills

Financial products knowledge

Detail-oriented

MS Office

Communication skills

Time management

Team player

Adaptable

Multitasking

Results driven

Education

High school diploma

College degree preferred

Series 7/66 or Series 63/65

Tools

MS Office Suite

Job description

Morgan Stanley in New York, NY, seeks Registered Client Relationship Analysts to provide dedicated service to Financial Advisors and client teams. You will handle client inquiries, process transactions, onboard accounts, and educate clients on digital tools, while supporting the FA/PWA team's business plan and client service model. The role offers growth in a fast-paced financial services environment.