Client Relationship Analyst

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors and teams on a daily basis. Key duties include client support, executing money movement transactions, answering non-investment questions, entering profile information, enrolling clients in digital tools (MSOnline, eSign, eAuthorization), assisting with portfolio research and meeting materials, data entry for new accounts and planning, supporting marketing efforts, and delivering administrative and in-office support (calendar, travel, expense reports). Strong interpersonal, written communication, and Microsoft Office skills are essential, as is the ability to multi-task in a fast-paced environment and work collaboratively with others. The role is based in Norwell, MA with in-person responsibilities during business operations at Morgan Stanley.