Client Relationship Analyst

PowerToFly; Colorado Springs (CO); On-site; USD 34,653 - 85,000; Full time

Benefits offered by this job

Medical and dental insurance

Paid time off

401(k) plan

Job summary

Morgan Stanley in Colorado Springs is seeking a Registered Client Relationship Analyst to provide exceptional service and support to Financial Advisors. This role involves building trusted client relationships and assisting with various account management tasks.

The ideal candidate will have excellent interpersonal skills and be detail-oriented, with responsibilities ranging from client support to administrative tasks. A high school diploma is required, with a college degree preferred, along with relevant licensing.

The position offers a competitive salary range from $34,653 to $85,000 and a comprehensive benefits package.

Qualifications

• High School diploma or equivalency required.
• College degree is preferred.
• Active Series 7 and 66 or 63 and 65 licenses are required.

Responsibilities

• Provide service coverage for financial advisors and their clients.
• Execute money movement transactions as requested.
• Onboard and maintain client accounts while collecting necessary information.

Skills

Detail oriented

Interpersonal skills

Microsoft Office skills

Time management skills

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and 66 or 63 and 65

Job description

Position Summary

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, this role requires strong interpersonal skills and the ability to assist clients with their everyday needs.

Duties and Responsibilities

Client Support

• Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Entering profile information or pre‑filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • Assisting Financial Advisor(s)/team in delivering against their business plan and client service model
  • Supporting the Financial Advisor/team marketing strategy (e.g., website maintenance)
  • Assisting FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm‑approved systems
  • Assisting with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Administrative Support

• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow‑up calls with Financial Advisor/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in‑office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Education and Experience

• High School Diploma/Equivalency
• 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 and Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast‑paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self‑motivated and results driven

Reports To

• Business Service Officer

Compensation and Benefits

Salary range: $34,653.00 - $85,000.00 per year. Eligibility for an annual discretionary incentive compensation award and the relevant business unit incentive compensation plan. Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day care savings account, life insurance, disability, paid time off (including sick leave, parental leave, 10 vacation days annually), paid holidays, 401(k), and short/long term disability.

Equal Employment Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit https://www.morganstanley.com/people-opportunities/eeo.