Client Relationship Analyst

Summary: Morgan Stanley is a global financial services firm that helps clients reach their goals. They are seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in building trusted relationships and managing client accounts. Responsibilities: - Provide Service Coverage For a FA/PWA/team Including - Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships - Executing money movement transactions at the request of the client and/or FA/PWA - Answering 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 - Educating or enrolling 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 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 - Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) - Assist FAs / PWAs/ teams in delivering against their business plan and client service model - 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 - Administrative Support - Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) - Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) - Maintaining travel itineraries, preparing expense reports and managing the reimbursement process - Assisting with general in-office support functions such as copying, filing and scanning documentation - Preparing and submitting expense reports for processing at the direction of the FA/PWA Required Qualifications: - High School Diploma/Equivalency - Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) - Detail orientated 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 ability to multi-task - Goal oriented, self-motivated and results driven Preferred Qualifications: - College degree - Industry experience Required Skills: Microsoft Office, Series 7, Series 66, Series 63, Series 65, Client service skills, Results driven, Goal orientation Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs