Client Relationship Analyst

POSITION SUMMARYClient Relationship Analysts help shape the future of service by modernizing the client experience through anelevated standard of care. The Client Relationship Analyst assists with the development and growth of business byfocusing on servicing clients and understanding their investment objectives. This is a key role that requires anunderstanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.DUTIES and RESPONSIBILITIESCLIENT SUPPORT• Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategiesthat 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 making sure key information anddocumentation remains current• Identify and assist with Firm services and solutions that support clients' needs including banking products andservices 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 accountperformance, 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 forFinancial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketinginitiative• Actively engage in available training and education programs - including firm strategic priorities, professionaldevelopment and staying current on policies, procedures and new platforms and attend scheduledtargeted/monthly field service professional and/or training calls• Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily businesspractices, including but not limited to, telephone coverage, business travel arrangements, coordination ofclient meetings, prepare travel & expense reports, and file & calendar maintenance• Proactively participate in firm initiatives directed by local managementEducation 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• 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 drivenReports to• Business Service OfficerMorgan Stanley's 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.