Client Relationship Analyst

Morgan Stanley

. Provide service coverage for Financial Advisor(s), Private Wealth Advisor(s), or teams .

Posted 11/10/2026full-timeWorcester • Massachusetts • United StatesMid-LevelSenior💰 $15 - $43 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial transaction execution, and proficiency in Microsoft Office tools. Capable of supporting financial advisors with detailed organizational skills and adaptability in a fast-paced environment.

Highest-signal resume keywords

Client Relationship ManagementFinancial Transaction ExecutionMicrosoft Office ProficiencyDetail OrientationTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryInvestment Portfolio ResearchFinancial Planning SupportAccount DocumentationDigital Tool Education

Soft Skills

Interpersonal SkillsOrganizational SkillsCollaborationAdaptabilityGoal Orientation

Tools & Technologies

MSOnlineESignEAuthorizationZoom

Certifications & Qualifications

Series 7Series 66Series 63Series 65

Industry Keywords

Financial ServicesClient ServiceMarketing StrategyBusiness PlansFast-Paced Environment

About the role

Key responsibilities & impact

Provide service coverage for Financial Advisor(s), Private Wealth Advisor(s), or teams
Support cultivation and enhancement of new and existing client relationships
Execute money movement transactions at client or advisor request
Answer general non-investment account questions, relay stock positions, and provide account balances
Enter profile information and pre-fill account documentation in a clerical capacity
Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization
Research investment portfolio holdings and performance reporting and prepare client meeting materials
Assist with data entry for new account opening and financial planning
Support marketing strategy, including website maintenance
Assist teams in delivering business plans and client service models
Remain current on policies, procedures, and new platforms
Participate in firm initiatives, special projects, and other duties directed by local management
Answer inbound and make outbound calls
Manage calendars and coordinate meetings or events, including agendas, invitations, and Zoom credentials
Maintain travel itineraries and manage expense reports and reimbursements
Provide general in-office support, including copying, filing, and scanning
Report to the Business Service Officer

Requirements

What you’ll need

High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Detail oriented with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and able to multitask
Goal oriented, self-motivated and results driven

Benefits

Comp & perks

Morgan Stanley-sponsored benefit programs
Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation
Comprehensive employee benefits and perks
Opportunities for career mobility within the business
Training or education programs