Wealth Client Relationship Analyst

Morgan-Stanley; Rochester (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Relationship Analyst who will provide exceptional service to Financial Advisors, Private Wealth Advisors, and teams, building trusted client relationships through daily interactions and a client-first mindset. The role includes processing money movements, answering non-investment questions, and assisting with document preparation.

You will handle calendar management, travel, expense reports, and support marketing efforts while staying

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Experience in client services is a plus.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA instructions.
• Answer general non-investment questions about accounts and balances.
• Enter profile information or pre-fill documents in clerical capacity as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.
• Support data entry for new accounts and financial planning as directed.

Skills

Customer service

Interpersonal skills

Attention to detail

Time management

Team player

Communication

Education

High School Diploma or GED

College degree preferred

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Zoom

Job description

Morgan Stanley in the United States is seeking a Client Relationship Analyst who will provide exceptional service to Financial Advisors, Private Wealth Advisors, and teams, building trusted client relationships through daily interactions and a client-first mindset. The role includes processing money movements, answering non-investment questions, and assisting with document preparation.

You will handle calendar management, travel, expense reports, and support marketing efforts while staying