Client Relationship & Service Analyst

Socket.dev; Birmingham (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams, building trusted client relationships and delivering daily service with a client‑first mindset.

Key duties include client onboarding, processing money movements, answering account questions, calendar management, expense reporting, and supporting meetings with firm tools. Strong writing, organization, and MS Office skills are essential.

Qualifications

• Detail oriented with superior organizational skills.
• Exceptional writing, interpersonal and client service skills.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Strong time management skills; team player able to collaborate.
• Ability to adapt in a fast-paced, evolving environment.
• Willingness to obtain securities licenses (Series 7/66/63/65).

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer non-investment questions and relay account information to clients.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign).
• Assist teams with research and materials for client meetings.
• Support data entry for new accounts and financial planning requests.
• Support marketing and client service initiatives.
• Maintain knowledge of policies, procedures and new platforms.
• Participate in training and special projects as directed.

Skills

Detail oriented

Writing

Interpersonal skills

Time management

Team player

Multi-tasking

Goal oriented

Self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams, building trusted client relationships and delivering daily service with a client‑first mindset.

Key duties include client onboarding, processing money movements, answering account questions, calendar management, expense reporting, and supporting meetings with firm tools. Strong writing, organization, and MS Office skills are essential.