Wealth Management Client Relations Analyst

Morgan Stanley; Ponte Vedra Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors daily, building trusted relationships with clients through a client-first mindset.

You will handle money movements, respond to account questions, onboard clients, educate them on digital tools, and assist the team with research and materials for client meetings using firm-approved systems.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Assist Financial Advisor(s) / team in delivering against their business plan and client service model
• Support the Financial Advisor/ team marketing strategy (e.g, website maintenance)
• Assist 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
• Assist 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

Skills

Interpersonal skills

Client service

MS Office

Time management

Detail oriented

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors daily, building trusted relationships with clients through a client-first mindset.

You will handle money movements, respond to account questions, onboard clients, educate them on digital tools, and assist the team with research and materials for client meetings using firm-approved systems.