Client Relationship Analyst

Overview 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 remains current. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings. Partner with the team to prepare performance reports and other data for clients, that may involve 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, 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 types of 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, Experience, Knowledge and Skills 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). Strong computer skills and knowledge of Microsoft Office products. Exceptional writing, interpersonal and client service skills. Detail orientated 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 Equal Employment Opportunity Morgan Stanley 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. #J-18808-Ljbffr