Client Relationship Analyst

Ms Ms

. Provide service coverage for Financial Advisors, Private Wealth Advisors, and 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 strong client service capabilities, including the ability to manage client relationships, execute financial transactions, and support financial advisors effectively. Proficient in advanced Microsoft Office tools and possesses the organizational skills necessary to thrive in a fast-paced environment.

Highest-signal resume keywords

Advanced Microsoft Office SkillsClient Relationship ManagementFinancial Transaction ExecutionOrganizational SkillsSeries 7 and Series 66 Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryFinancial Planning SupportInvestment Portfolio ResearchExpense Report PreparationAccount Documentation Management

Soft Skills

Interpersonal SkillsTime ManagementAdaptabilityCollaborationGoal-Oriented

Tools & Technologies

MSOnlineESignEAuthorizationZoom

Certifications & Qualifications

High School DiplomaSeries 7 (GS)Series 66 (AG/RA)Series 63 (AG)Series 65 (RA)

Industry Keywords

Financial AdvisorsPrivate Wealth AdvisorsClient Service ModelsMarketing StrategyInvestment Performance Reporting

About the role

Key responsibilities & impact

Provide service coverage for Financial Advisors, Private Wealth Advisors, and 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 using approved systems
Prepare materials for client meetings
Perform data entry for new account opening and financial planning
Support marketing strategy, including website maintenance
Help advisors and teams deliver against business plans and client service models
Remain current on policies, procedures, and new platforms
Participate in firm initiatives, special projects, training, and other duties directed by local management
Answer inbound calls and make outbound calls
Manage calendars and coordinate meetings and events, including agendas and Zoom invitations
Maintain travel itineraries
Prepare expense reports and manage reimbursement processes
Provide general in-office support such as 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)
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Superior organizational skills and ability to prioritize
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
Adaptability and ability to multitask
Goal-oriented, self-motivated and results-driven
Industry experience is a plus

Benefits

Comp & perks

Comprehensive employee benefits and perks
Morgan Stanley-sponsored benefit programs
Commission earnings
Incentive compensation
Discretionary bonuses
Other short- and long-term incentive packages
Opportunities for career mobility within the business
Training or education programs
Support for employees and their families throughout their work-life journey