POSITION SUMMARY
Client Relationship Analysts help shape the future of service by modernizing the client experience through an
elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by
focusing on servicing clients and understanding their investment objectives. This is a key role that requires an
understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
• Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies
that aim to address each client’s specific goals and concerns
• Cultivate and enhance new and existing client relationships through active communication with clients,
processing client requests, resolving inquiries, providing guidance, and making sure key information and
documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and
services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Partners with the team to prepare performance reports and other data for clients, that may involve account
performance, investment portfolio holdings, and generating quarterly investment performance monitors
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation,
processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports,
and other materials for client meetings
• Assists the team with the designing and producing of strategy reports and other types of communications for
Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing
initiative
• Actively engage in available training and education programs – including firm strategic priorities, professional
development and staying current on policies, procedures and new platforms and attend scheduled
targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business
practices, including but not limited to, telephone coverage, business travel arrangements, coordination of
client meetings, prepare travel expense reports, and file calendar maintenance
• Proactively participate in firm initiatives directed by local management

POSITION SUMMARY
Client Relationship Analysts help shape the future of service by modernizing the client experience through an
elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by
focusing on servicing clients and understanding their investment objectives. This is a key role that requires an
understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
• Assists Financial Advisors / Private Wealth Advisors in the development of financial and investment strategies
that aim to address each client’s specific goals and concerns
• Cultivate and enhance new and existing client relationships through active communication with clients,
processing client requests, resolving inquiries, providing guidance, and making sure key information and
documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and
services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Partners with the team to prepare performance reports and other data for clients, that may involve account
performance, investment portfolio holdings, and generating quarterly investment performance monitors
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation,
processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Supports the team by organizing and arranging client/prospect data, preparing financial plans, client reports,
and other materials for client meetings
• Assists the team with the designing and producing of strategy reports and other types of communications for
Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing
initiative
• Actively engage in available training and education programs – including firm strategic priorities, professional
development and staying current on policies, procedures and new platforms and attend scheduled
targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business
practices, including but not limited to, telephone coverage, business travel arrangements, coordination of
client meetings, prepare travel expense reports, and file calendar maintenance
• Proactively participate in firm initiatives directed by local management

Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Reports to
• Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Reports to
• Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.