Private Wealth Management Client Relationship Analyst

Support Morgan Stanley’s Private Wealth management teams by delivering high-quality client service and assisting with everyday client needs. Responsibilities include supporting FAs/PWAs/teams in cultivating and enhancing client relationships, executing money movement transactions, relaying account information and balances, entering profile information for accounts, educating clients on digital tools (MSOnline, eSign, eAuthorization), preparing materials for client meetings, assisting with research and portfolio-related materials, data entry for new accounts and financial planning, supporting marketing efforts, and handling general in-office tasks such as scheduling, calendar management, travel planning, and expense reporting. Requires strong interpersonal and writing skills, detail orientation, proficiency with Microsoft Office, and the ability to work in a fast-paced environment; willingness to obtain relevant securities licenses is noted. Education/experience emphasizes High School Diploma or equivalency with a college degree preferred, and a willingness to pursue Series 7/66/63/65 as applicable.