Client Relationship Analyst

POSITION SUMMARY 

Registered 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 

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/team

• 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/team

• Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization)

• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team

• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) 

• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team

• Assists Financial Advisor(s) / team in delivering against their business plan and client service model 

• Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance) 

• 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 

• 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 with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)  

Morgan Stanley EOE committed to diversifying its workforce.