Hybrid Client Operations Analyst — Portfolio Insights

Morgan Stanley; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Incentive compensation

Discretionary bonuses

Morgan Stanley-sponsored benefits

Job summary

Morgan Stanley, part of Investment Management, seeks an Analyst to support the Client Relations Group in Boston. The role involves maintaining client accounts, managing responses to client requests, and providing analyses while collaborating with internal and external teams.

With a degree in finance or related fields and up to 4 years of experience, the ideal candidate demonstrates strong communication, relationship-building, and problem-solving skills, all within a hybrid working model offering a competitive salary between $60,000 to $90,000.

Qualifications

• 0-4+ years of experience with financial services advisors or money managers.
• Introductory experience with RIAs or family office community is a plus.
• Keen interest in investment products and financial instruments.

Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Coordinate responses to client requests.
• Gain proficiency in channel guides and team policies.

Skills

Relationship-building skills

Strong communication skills

Resourcefulness

Problem-solving

Education

4-year degree in economics, finance, marketing, or related discipline

Tools

MS Office

Job description

Morgan Stanley, part of Investment Management, seeks an Analyst to support the Client Relations Group in Boston. The role involves maintaining client accounts, managing responses to client requests, and providing analyses while collaborating with internal and external teams.

With a degree in finance or related fields and up to 4 years of experience, the ideal candidate demonstrates strong communication, relationship-building, and problem-solving skills, all within a hybrid working model offering a competitive salary between $60,000 to $90,000.