Client Relationship Analyst — Wealth Advisory Support

Morgan Stanley; McLean (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and teams daily. You will help cultivate client relationships, process money movements, answer questions about accounts, and assist with onboarding and documentation in a clerical capacity.

In this role you will educate clients on digital tools, maintain client profiles, and support marketing and research activities, contributing to a client-first service model

Qualifications

• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts in a clerical capacity at direction of the client and/or FA/PWA/team.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance).
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams.

Skills

Client service

Interpersonal skills

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66 or 63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and teams daily. You will help cultivate client relationships, process money movements, answer questions about accounts, and assist with onboarding and documentation in a clerical capacity.

In this role you will educate clients on digital tools, maintain client profiles, and support marketing and research activities, contributing to a client-first service model