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Morgan Stanley · 1 day ago

Client Relationship Analyst

Cedar Rapids, IA

Full-time

Onsite

New Grad, Entry Level

Morgan Stanley is a leading global financial services firm, and they are seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships with clients, assisting with transactions, and providing administrative support to enhance client experiences.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

Executing money movement transactions at the request of the client and/or FA/PWA

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

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

Educating or enrolling 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

Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)

Assist FAs/PWAs/teams in delivering against their business plan and client service model

Remaining current on all policies, procedures and new platforms

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)

Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

Assisting with general in-office support functions such as copying, filing and scanning documentation

Preparing and submitting expense reports for processing at the direction of the FA/PWA

Qualification

Client service skillsAdvanced Microsoft OfficeDetail orientedTime managementTeam collaborationInterpersonal skillsAdaptabilityGoal orientedSelf-motivated