Client Relationship Analyst

Client Relationship Analyst 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. Responsibilities Assist 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, 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, 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, including account performance, investment portfolio holdings, and 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. 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 marketing initiatives. Actively engage in available training and education programs, including firm strategic priorities, professional development, and staying current on policies, procedures, and new platforms. Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, such as telephone coverage, business travel arrangements, coordination of client meetings, and preparation of travel & expense reports. Proactively participate in firm initiatives directed by local management. Education, Experience, Knowledge, and Skills High School Diploma or Equivalency (College degree preferred). Industry experience is a plus. Willingness to obtain Series7 (GS), and Series66 (AG/RA) or Series63 (AG) and Series65 (RA). Strong computer skills and knowledge of Microsoft Office products. Exceptional writing, interpersonal, and client‑service skills. Detail‑oriented with superior organizational skills and the 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 Equal Employment Opportunity Statement MorganStanley 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 #J-18808-Ljbffr 711 MS Smith Barney, LLC