Client Relationship Analyst
Client Relationship Analyst
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$ 33280 - 85000
1 Vacancy
Job Description
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
CLIENT SUPPORT
Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies
that aim to address each clients 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 making sure 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 like Morgan Stanley Online and Morgan Stanley Mobile
Partners 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 as an example
Review and take appropriate action on client account alerts
Supports the team by organizing and arranging client/prospect data preparing financial plans client reports
and other materials for client meetings
Assists the team with the designing and producing of 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 prepare travel & expense reports and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
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
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
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Morgan Stanleys 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).
Required Experience:
IC
Employment Type
Part-Time
