PWM Client Relationship Analyst

Position Summary

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

Duties and Responsibilities

• Provide service coverage for a FA/PWA/team including supporting the team in cultivating and enhancing new and existing client relationships.
• Execute money‑movement transactions at the request of the client and/or FA/PWA.
• Answer general non‑investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• 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.
• Educate or enroll 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.
• Support the FAs/PWAs/teams’ marketing strategy (e.g. website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on all policies, procedures and new platforms.
• Participate in firm initiatives (e.g. training or education programs), special projects and/or other duties directed by local management.
• Answer inbound phone calls or make outbound calls (e.g. scheduling follow‑up calls with FAs/PWAs/teams as needed).
• Manage the calendar, including coordinating meetings or events with logistics such as material preparation (e.g. maintaining agendas, sending calendar invites with Zoom credentials).
• Maintain travel itineraries, prepare expense reports and manage the reimbursement process.
• Assist with general in‑office support functions such as copying, filing and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA/PWA.

Education, Experience, Knowledge, and Skills

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail‑oriented 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.

Equal Employment Opportunity – Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).