Client Relationship Analyst, Private Wealth Support

Morgan-Stanley; Green Bay (WI); On-site; USD 45,000 - 75,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth teams on a daily basis.

You will assist with account maintenance, transactions, and client education while upholding a client-first approach. Strong communication and organizational skills are essential, with familiarity in MS Office and financial products.

Qualifications

• Solid knowledge of financial services products and client accounts.
• Strong written and verbal communication skills.
• Excellent organizational abilities and multitasking capability.

Responsibilities

• Provide service coverage for FA/PWA/team, supporting client relationships.
• Execute money movement transactions on request from clients or FA/PWA/team.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.
• Assist with research for investment portfolio holdings and prepare materials for meetings.
• Support marketing strategy and website maintenance for FAs/PWAs/teams.
• Enter solicited/unsolicited orders as directed.
• Maintain knowledge of policies, procedures, and new platforms.
• Participate in training and other duties as assigned.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Attention to detail

Education

High School Diploma

College degree preferred

Licenses: Series 7/66 or Series 63/65

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth teams on a daily basis.

You will assist with account maintenance, transactions, and client education while upholding a client-first approach. Strong communication and organizational skills are essential, with familiarity in MS Office and financial products.