Integrated Firm: Strategic Client Management Analyst/Associate

Morgan Stanley; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

An established industry player is seeking a Strategic Client Management Analyst/Associate to join their dynamic team. This role focuses on enhancing cross-selling opportunities across various divisions, ensuring seamless communication between financial advisors and internal teams. The ideal candidate will possess strong analytical skills, a strategic mindset, and the ability to thrive in fast-paced environments. With a commitment to excellence and diversity, this firm offers a supportive atmosphere for professional growth and competitive compensation. If you are passionate about client advocacy and data analysis, this is the perfect opportunity for you.

Benefits

Comprehensive benefits

Opportunities for growth

Competitive compensation

Bonuses and incentives

Qualifications

• 1-3 years of industry experience in Investment Banking and Wealth Management.
• Self-starter with strong analytical and problem-solving skills.

Responsibilities

• Act as the primary liaison between financial advisors and investment bankers.
• Lead projects aimed at operational efficiency and client engagement.

Skills

Analytical Skills

Problem-Solving

Communication Skills

Relationship Management

Project Management

Education

Bachelor's Degree

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Integrated Firm: Strategic Client Management Analyst/Associate

Join to apply for the Integrated Firm: Strategic Client Management Analyst/Associate role at Morgan Stanley.

About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management, and wealth management services. We serve clients worldwide, including corporations, governments, and individuals, across more than 1,200 offices in 43 countries. Our success relies on the talent and passion of our people, who share values rooted in integrity, excellence, and teamwork. Morgan Stanley offers a strong foundation for building a professional career, fostering learning, achievement, and prosperity.

Role Overview: The Strategic Client Management (SCM) team, within Integrated Firm Management (IFM), identifies and facilitates cross-selling opportunities across our divisions. SCM focuses on sourcing transactions from Financial Advisors for execution in Investment Banking, Sales and Trading, and Investment Management, as well as increasing client assets in Wealth Management by leveraging existing relationships.

Key Responsibilities

• Relationship Management: Act as the primary liaison between financial advisors, investment bankers, and internal teams to ensure seamless communication and alignment of goals.
• Strategic Collaboration: Facilitate cross-divisional collaboration, interfacing with investment bankers, financial advisors, management, and clients to introduce firm capabilities.
• Project Management: Lead and support projects aimed at operational efficiency, client engagement, and business outcomes.
• Client Advocacy: Represent client needs internally, ensuring accessible services across the firm.
• Data Analysis & Reporting: Analyze client data for trends and opportunities, prepare reports for senior management, and maintain relevant databases.

Qualifications

• Bachelor's degree plus 1-3 years of industry experience, with understanding of Investment Banking and Wealth Management products and services.
• Strategic thinker with strong analytical and problem-solving skills.
• Self-starter capable of working independently and learning quickly.
• Attention to detail with excellent communication skills.
• Team-oriented with professionalism and interpersonal skills.
• High energy, results-oriented, able to thrive in fast-paced environments.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Series 7 and 63 licenses required.

What You Can Expect From Morgan Stanley

We are committed to excellence and diversity, supporting our employees through comprehensive benefits and opportunities for growth. Our values—putting clients first, integrity, innovation, diversity, and community—guide our decisions. Join us to work alongside talented professionals in a supportive environment, with competitive compensation, including base salary, bonuses, and incentives.

Expected base pay ranges from $85,000 to $110,000, with total compensation including bonuses and incentives. Morgan Stanley is an equal opportunity employer committed to diversity and inclusion.