442 matching jobs for “Client Relationship Analyst”

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Morgan Stanley

Client Relationship Analyst

Indianapolis, Indiana, United States +2 locations 4 postings

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 5, 2026

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Morgan Stanley

Client Relationship Analyst

Rochester, Michigan, United States of America

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Garden City, New York, United States

Pay posted by employer$32,219–$90,000 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Milwaukee, Wisconsin, United States

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Worcester, Massachusetts, United States

Pay posted by employer$15.00–$43.27 per hour

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Client Relationship Analyst

Boston, Massachusetts, United States

Pay posted by employer$66,500–$78,200 per year

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Marsh & McLennan

Client Relationship Management - Analyst

Manama - Gulf

We are seeking a Client Relationship Management Analyst to help strengthen client satisfaction and retention through excellent …

Added Oct 27, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Registered Client Relationship Analyst

Indianapolis, Indiana, United States

POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Private Wealth Management Client Relationship Analyst

Chesterfield, Missouri, United States

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ …

Added Nov 3, 2026

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Morgan Stanley

Private Wealth Management Senior Client Relationship Analyst

Palo Alto CA 1400

Pay posted by employer$100,000–$150,000 per year

The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through …

Added Nov 3, 2026

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State Street

Client Analyst, Officer

Boston, Massachusetts, United States

Full time

Pay posted by employer$65,000–$113,750

Who we are looking for The ideal candidate is client focused with a strong knowledge of the financial services business and financial markets, more broadly. As …

Added Oct 27, 2026

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Visa

… maintaining communication through completion. Advocate for Visa Clients to internal stakeholders including Client Success Managers, Sales, Product, Systems, Risk, and Legal teams. Lead complex cross-functional initiatives …

Added Oct 27, 2026

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Marsh & McLennan

Client Relationship Management Analyst – Trade Credit Insurance (Dubai - UAE National)

Dubai - Burj Al Salam

Support the team with the day-to-day management of an existing client portfolio; Assist with operational processes, including revenue booking, quote comparisons, claims-related …

Added Oct 27, 2026

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Fidelity National Information Services

Client Services Analyst Lead

PHL MAKA 8767 FLR42

As a Client Services Analyst Lead , you will serve as a key point of contact for clients, helping ensure the successful …

Added Nov 3, 2026

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Securian Financial Group

Client Implementation Sr Analyst

Saint Paul, MN Campus

Full time
Regular

Pay posted by employer$59,400–$109,200

include but are not limited to: Lead client implementations from initiation through successful onboarding, developing and managing project plans, …

Added Oct 28, 2026

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Citigroup

Client Onboarding Analyst (Officer)

Singapore Singapore

… practical guidance to frontline colleagues. Ability to build a strong, collaborative and trusted working relationship with your team and colleagues. Ability to manage multiple concurrent cases and consistently meet deadlines …

Added Nov 3, 2026

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IQVIA Holdings

Senior Client Service Analyst

Ho Chi Minh City, Vietnam

Job overview: R esponsible for quality and service to client, assisting client obtains maximum value from IQVIA information products and services. General functions …

Added Oct 15, 2026

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BlackRock

Portfolio Services and Client Relationship Specialist, Associate

BU3-Budapest-GTC White House, Vaci ut 47, District XIII, Budapest

Full time
Regular

… through engagement and education We are looking for process driven data Analysts with financial and client relationship background to work within the data governance team processing, analyzing, validating and …

Added Oct 27, 2026

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Morgan Stanley

Client Relationship Analyst

Rochester, Michigan, United States of America

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About this opportunity

Original employer description

POSITION SUMMARY
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with
FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material
prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation

• Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
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
• Detail orientated 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
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to:
• Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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