Private Wealth Management Client Relationship Analyst

Client Relationship Analysts provide exceptional service to Morgan Stanley clients and support Financial Advisors/Private Wealth Advisors and teams. Responsibilities include servicing client relationships, executing money movements, answering non-investment questions about accounts, entering profile information and documents, educating/enrolling clients in digital tools, assisting with portfolio research and materials for client meetings, data entry for new accounts and financial planning, supporting marketing efforts, staying current on policies and procedures, participating in training and special projects, and handling calendar and travel logistics. Required skills include strong interpersonal and writing abilities, organizational and time-management capabilities, and proficiency with Microsoft Office; willingness to obtain required licenses (Series 7/66 or 63/65). Education path includes a High School Diploma/Equivalency with college degree preferred.