Registered Client Relationship Analyst

Client Service/Administrative support role within Morgan Stanley's client service structure, assisting Financial Advisors/Private Wealth Advisors and teams with daily client relationships. Responsibilities include supporting client relationships, processing money movement transactions, answering non-investment questions, entering/pre-filling client documents, educating clients on digital tools in use (MSOnline, eSign, eAuthorization), supporting marketing initiatives, calendar and travel coordination, preparing expense reports, and general in-office support. Requires strong interpersonal, writing, and organizational skills, advanced MS Office (Word, Excel, Outlook, PowerPoint), ability to multi-task in a fast-paced environment, and collaboration with others. Reports to Business Service Officer. Benefits package and opportunities for discretionary incentive compensation are offered.