Client Relationship Support Analyst

Morgan-Stanley; Shrewsbury (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Holidays

Job summary

Morgan Stanley in Shrewsbury, NJ is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support FAs/PWAs/teams. You will handle day-to-day client inquiries, process money movements, and assist with onboarding and account documentation.

The role emphasizes strong interpersonal skills, accuracy, and the ability to multitask in a fast-paced environment while leveraging MSOffice tools and digital platforms to support client relationships and firm initiatives.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, funds, etc.).
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and support client relationships.
• Execute money movement transactions on request.
• Answer non-investment questions and relay account information.
• Enter profile information and collect documentation for accounts.
• Educate or enroll clients in digital tools and onboarding processes.
• Assist with research relating to portfolios and prepare client meeting materials.
• Support marketing strategies and general clerical tasks.
• Maintain policies, procedures, and participate in firm initiatives.

Skills

Client service

Interpersonal skills

Time management

Team player

Adaptable

Education

High School Diploma / Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Shrewsbury, NJ is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support FAs/PWAs/teams. You will handle day-to-day client inquiries, process money movements, and assist with onboarding and account documentation.

The role emphasizes strong interpersonal skills, accuracy, and the ability to multitask in a fast-paced environment while leveraging MSOffice tools and digital platforms to support client relationships and firm initiatives.