Client Relationship Analyst

Morgan Stanley is seeking a Client Relationship Analyst in Green Mountain Falls, CO. The role involves providing exceptional client service and supporting Financial Advisors. Candidates should have a high school diploma, relevant licenses (Series 7 and 66 or 63 and 65), and strong interpersonal skills. Responsibilities include client support, account management, and administrative tasks. The position emphasizes teamwork, adaptability, and a client-first mindset.
Role Overview:

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, individuals in this role build trusted relationships and foster a client-first mindset. A successful candidate will have strong interpersonal skills and the ability to assist clients with their everyday needs.

Qualifications:
• High School Diploma or Equivalency required; College degree preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge/Skills
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail-oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Exceptional writing, interpersonal, and client service skills
• Strong time management skills
• Team player with the ability to collaborate effectively
• Ability to work in a fast-paced, evolving environment
• Adaptable with strong multitasking capabilities
• Goal-oriented, self-motivated, and results-driven

Duties and Responsibilities:

Client Support
• Support FAs/PWAs/teams in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of clients and/or FA/PWA/team
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Onboard and maintain client accounts, including collecting client information and required documentation
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity
• Support FAs/PWAs/teams’ marketing strategies (e.g., website maintenance)
• Assist teams in delivering against their business plan and client service model
• Remain current on all policies, procedures, and new platforms
• Participate in firm initiatives, special projects, and other duties directed by local management

Administrative Support
• Answer inbound phone calls and make outbound calls to update service requests
• Manage calendars, coordinate meetings or events, and prepare meeting materials
• Maintain travel itineraries, prepare expense reports, and manage reimbursement processes
• Assist with general in-office support functions such as copying, filing, and scanning
• Prepare and submit expense reports for processing at the direction of FA/PWA

About Morgan Stanley:

We are committed to maintaining first class service and high standards of excellence. Our values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back guide our decisions every day.

Employees at Morgan Stanley work alongside the best and brightest in an environment that supports and empowers them. Our teams are collaborative, creative, and fueled by diverse experiences. We offer comprehensive benefits, career development opportunities, and a supportive work-life environment.