Client Relationship Analyst

Position Summary Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives. This is a key role that requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients. Duties and Responsibilities Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies that aim to address each client’s specific goals and concerns. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring key information and documentation remain current. Identify and assist with firm services and solutions that support clients’ needs, including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile. Partner with the team to prepare performance reports and other data for clients, such as account performance, investment portfolio holdings, and generating quarterly investment performance monitors. Confirm authorization and authenticate client when processing requests. Onboard and maintain client accounts, including collecting client information and required documentation and processing money‑movement transactions as needed. Review and take appropriate action on client account alerts. Support the team by organizing and arranging client/prospect data, preparing financial plans, client reports, and other materials for client meetings. Assist the team with designing and producing strategy reports and other communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative. Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms – and attend scheduled targeted/monthly field service professional and/or training calls. Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel & expense reports, and file & calendar maintenance. Proactively participate in firm initiatives directed by local management. Education and/or Experience High School Diploma/Equivalency. College degree preferred. Industry experience is a plus. Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA). Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products. Exceptional writing, interpersonal and client‑service skills. Detail‑oriented with superior organizational skills and ability to prioritize tasks. Team player with the ability to collaborate with others. Ability to work in a fast‑paced, evolving environment. Goal‑oriented, self‑motivated and results‑driven. Reports To Business Service Officer What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated and we’ve done that for 90 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). #J-18808-Ljbffr Socket.dev