Client Relationship Analyst

Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset, a successful candidate will have strong interpersonal skills and will be able to assist clients with their everyday needs. Duties and Responsibilities Provide service coverage for a FA/PWA/team, supporting them in cultivating and enhancing new and existing client relationships. Execute money‑movement transactions at the request of the client and/or FA/PWA. Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit). 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. Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization). Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc., and prepare 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. Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance). Assist FAs/PWAs/teams in delivering against their business plan and client service model. Remain current on all policies, procedures and new platforms. Participate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. Answer inbound phone calls or make outbound calls (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed). Manage the calendar, including coordinating meetings or events and handling logistics such as material preparation (e.g., maintaining agendas, sending calendar invites with Zoom credentials). Maintain travel itineraries, prepare expense reports and manage the reimbursement process. Assist with general in‑office support functions such as copying, filing, and scanning documentation. Prepare and submit expense reports for processing at the direction of the FA/PWA. Education, Experience, Knowledge, and Skills High School Diploma/Equivalency (College degree preferred). Industry experience is a plus. Willingness to obtain Series7 (GS), and Series66 (AG/RA) or Series63 (AG) and Series65 (RA). 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 able to multi‑task. Goal‑oriented, self‑motivated and results‑driven. Reports to Business Service Officer Compensation Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment. Base pay, if hired, will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs. Equal Employment Opportunity Statement Morgan Stanley’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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