Client Relationship & Wealth Support Analyst

Morgan Stanley; Grand Forks (ND); On-site; USD 34,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability

Other Insurance Plans

Paid Time Off

10 Paid Holidays

401(k)

Short/Long Term Disability

Other special perks

Job summary

Morgan Stanley seeks a Client Relationship Analyst to deliver outstanding client service and daily support to Financial Advisors and Private Wealth Advisors. You will build trusted client relationships and assist with routine inquiries and account-related tasks.

The role includes clerical duties, scheduling, data entry, and preparation of materials for client meetings, while staying current with firm policies and digital platforms. Full-time role with comprehensive benefits.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions at client or FA/PWA request.
• Answer general non-investment questions and relay account details to clients.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.
• Assist with data entry for new accounts and financial planning per direction.
• Support business unit marketing and client service initiatives.
• Stay current on policies, procedures and new platforms.
• Participate in training, education programs, and other duties as assigned.

Skills

Detail oriented

Interpersonal & client service

Time management

Team player

Adaptable

Strong written communication

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Client Relationship Analyst to deliver outstanding client service and daily support to Financial Advisors and Private Wealth Advisors. You will build trusted client relationships and assist with routine inquiries and account-related tasks.

The role includes clerical duties, scheduling, data entry, and preparation of materials for client meetings, while staying current with firm policies and digital platforms. Full-time role with comprehensive benefits.