[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-client-relationship-analyst-ms-smith-barney-llc-20-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":83,"processed_longitude":84,"processed_employment_types":85,"processed_working_hours":86,"processed_working_hours_labels":88,"processed_home_office":89,"processed_salary_min":80,"processed_salary_max":81,"processed_salary_currency":77,"processed_salary_source":90,"processed_benefits":91,"processed_benefits_labels":94,"processed_industry":95,"processed_skills":7,"processed_job_location":96,"processed_full_address_gmaps":98,"processed_street_gmaps":100,"processed_city_gmaps":102,"processed_postal_code_gmaps":103,"processed_country_gmaps":105,"processed_country_iso_code_gmaps":107,"full_description":16,"formatted_description":108,"processed_employment_types_labels":36,"processed_home_office_labels":34,"processed_industry_labels":38,"processed_it_skills":109,"processed_it_skills_labels":112,"processed_soft_skills":113,"processed_soft_skills_labels":115,"processed_job_expertise_skills":116,"processed_job_expertise_skills_labels":117,"processed_language_requirements":118,"processed_total_experience_years":125,"processed_professional_field":126,"processed_professional_field_labels":128,"processed_leadership_role":11,"processed_date_posted":20,"raw_job_url":129,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":95,"canonical_industry_label":38,"max_cpc":130,"actual_cpc":7},85610,"client-relationship-analyst-ms-smith-barney-llc-20","Client Relationship Analyst",null,{"name":9,"slug":10,"logo_url":7},"MS Smith Barney, LLC","ms-smith-barney-llc",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":20,"validThrough":21,"jobLocation":22,"jobLocationType":34,"employmentType":35,"industry":37,"skills":39,"baseSalary":75},"https:\u002F\u002Fschema.org\u002F","JobPosting","Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist FAs\u002FPWAs\u002Fteams 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\u002FPWAs\u002Fteams Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platform Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,360 and $90,0000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"@type":18,"name":19},"Organization","711 MS Smith Barney, LLC","2026-10-09","2027-10-09",[23],{"@type":24,"address":25,"geo":30},"Place",{"@type":26,"addressLocality":27,"addressCountry":28,"addressRegion":29},"PostalAddress","Ithaca","US","New York",{"@type":31,"latitude":32,"longitude":33},"GeoCoordinates",42.4407314,-76.4970979,"ONSITE",[36],"PERMANENT",[38],"Financial Services",[40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74],"Microsoft Office","Microsoft Word","Microsoft Excel","Microsoft Outlook","Microsoft PowerPoint","Zoom","MSOnline","eSign","eAuthorization","Interpersonal Skills","Client Service","Organizational Skills","Time Management","Teamwork","Adaptability","Multi-tasking","Self-motivation","Results Driven","Attention to Detail","Collaboration","Communication","Client Relationship Management","Money Movement Transactions","Account Documentation","Investment Portfolio Research","Performance Reporting","Data Entry","Marketing Strategy Support","Business Plan Execution","Calendar Management","Travel Management","Expense Reporting","Administrative Support","Financial Planning Support","Client Meeting Preparation",{"@type":76,"currency":77,"value":78},"MonetaryAmount","USD",{"@type":79,"minValue":80,"maxValue":81,"unitText":82},"QuantitativeValue",35360,90000,"YEAR",[32],[33],"permanent",[87],"FULL_TIME",[87],"onsite","estimated",[92,93],"Comprehensive employee benefits and perks","Opportunity to move about the business",[92,93],"financial services",[97],"711, 130 east senaca street, united states of america",[99],"130 E Seneca St, Ithaca, NY 14850, USA",[101],"East Seneca Street 130",[27],[104],"14850",[106],"USA",[28],"Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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.\n\n## DUTIES and RESPONSIBILITIES:\n\n### CLIENT SUPPORT\n\nProvide service coverage for a FA\u002FPWA\u002Fteam including:\n\n- Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships\n- Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\n- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)\n- Enter profile information or pre-fill account documentation on client accounts and\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\n- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)\n- Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems\n- Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams\n- Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance)\n- Assist FAs \u002F PWAs\u002F teams in delivering against their business plan and client service model\n- Remaining current on all policies, procedures and new platform\n- Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management\n\n### ADMINISTRATIVE SUPPORT:\n\n- Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams as needed)\n- Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)\n- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process\n- Assisting with general in-office support functions such as copying, filing and scanning documentation\n- Preparing and submitting expense reports for processing at the direction of the FA\u002FPWA\n\n## EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:\n\n### Education and\u002For Experience\n\n- High School Diploma\u002FEquivalency\n- College degree preferred\n- Industry experience is a plus\n- Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA)\n\n### Knowledge\u002FSkills\n\n- Detail orientated with superior organizational skills and ability to prioritize\n- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)\n- Exceptional writing, interpersonal and client service skills\n- • Strong time management skills\n- Team player with the ability to collaborate with others\n- Ability to work in a fast-paced, evolving environment\n- Adaptable and ability to multi-task\n- Goal oriented, self-motivated and results driven\n\nReports to: Business Service Officer\n\nTo 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.\n\n## WHAT YOU CAN EXPECT FROM MORGAN STANLEY:\n\nAt 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.\n\nTo learn more about our offices across the globe, please copy and paste https:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser.\n\nExpected base pay rates for the role will be between $35,360 and $90,0000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.\n\nMorgan 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo.\n\nAt Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.\n\n## What We Do",{"zoom":110,"esign":110,"msonline":110,"eauthorization":110,"microsoft word":111,"microsoft excel":111,"microsoft office":111,"microsoft outlook":111,"microsoft powerpoint":111},2,3,[40,41,42,43,44,45,46,47,48],{"interpersonal skills":114,"client service":114,"organizational skills":114,"time management":114,"teamwork":114,"adaptability":114,"multi-tasking":114,"self-motivation":114,"results driven":114,"attention to detail":114,"collaboration":114,"communication":114},4,[49,50,51,52,53,54,55,56,57,58,59,60],{"data entry":111,"expense reporting":111,"travel management":111,"calendar management":111,"account documentation":111,"performance reporting":111,"administrative support":111,"business plan execution":111,"client meeting preparation":111,"financial planning support":111,"marketing strategy support":111,"money movement transactions":111,"investment portfolio research":111,"client relationship management":111},[61,62,63,64,65,66,67,68,69,70,71,72,73,74],{"detected_language_jobad":119,"required":120},"en",[121],[122],{"language":123,"level":124},"ENGLISH","C2",0,[127,38],"Client Services",[127,38],"https:\u002F\u002Fms.wd5.myworkdayjobs.com\u002Fen-us\u002Fprivate\u002Fjob\u002Fithaca-new-york-united-states-of-america\u002Fclient-relationship-analyst_jr045160",1]