BOSTON, MAPosted a month ago

Job summary

• Job post source

  This job is directly from Morgan Stanley

• Job overview

  The PWM Client Relationship Analyst at Morgan Stanley supports Financial Advisors and Private Wealth Advisors by providing exceptional client service and building trusted relationships to enhance client satisfaction and team success.

• Responsibilities and impact

  The role involves supporting advisors and teams with client relationship management, executing transactions, answering client inquiries, assisting with account documentation, educating clients on digital tools, preparing client meeting materials, managing calendars and travel, and supporting marketing and administrative tasks.

• Experience and skills

  Candidates should have a high school diploma or equivalent, with a college degree preferred; industry experience is a plus. Skills needed include attention to detail, advanced Microsoft Office proficiency, strong interpersonal and client service skills, time management, teamwork, adaptability, and motivation. Willingness to obtain Series 7 and Series 66 or equivalent licenses is required.

• Work environment and culture

  Morgan Stanley emphasizes diversity, integrity, and excellence, fostering a collaborative and fast-paced work environment committed to equal opportunity and workforce diversity.

• Company information

  Morgan Stanley is a global financial services firm committed to integrity, excellence, and diversity, aiming to attract and retain top talent across all backgrounds.

• Team overview

  The analyst reports to a Business Service Officer and works closely with Financial Advisors and Private Wealth Advisors to support client service and business goals.

• Unique job features

  The position offers unique exposure to financial advisory support, client relationship building, and involvement in firm initiatives and special projects, enhancing professional experience in wealth management.

Company overview

Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.

How to land this job

• Tailor your resume for the PWM Client Relationship Analyst role at Morgan Stanley by emphasizing your client service experience, strong organizational skills, and proficiency in Microsoft Office tools like Word, Excel, Outlook, and PowerPoint.

• Highlight your ability to support financial advisors and teams with client interactions, transaction execution, and administrative tasks, showcasing your attention to detail and multitasking capabilities as described in the job duties.

• Apply through multiple platforms including Morgan Stanley’s official careers site and LinkedIn to maximize your application visibility and ensure you meet the firm’s diversity and inclusion standards.

• Connect with current Morgan Stanley Client Relationship Analysts or Financial Advisors on LinkedIn, using ice breakers like commenting on recent Morgan Stanley initiatives, asking about their experience with digital client tools, or expressing interest in how they manage client relationships in a fast-paced environment.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'transaction execution,' 'Microsoft Office,' 'organizational skills,' and 'team collaboration' to ensure it passes initial automated screenings.

• Use Jennie Johnson’s Power Apply feature to automate applying across multiple sites, tailor your resume with relevant keywords, and identify LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and developing your client relationship skills.