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Client Relationship Analyst

Client Relationship Analyst

Morgan StanleyMorristown, NJ, US
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Morgan Stanley Client Relationship Analyst Job Description

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / 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 for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES AND RESPONSIBILITIES

CLIENT SUPPORT

  • 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

    • EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS

    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

  • 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

    • Reports to : Business Service Officer

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    Client Relationship Analyst • Morristown, NJ, US

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