Pittsburgh, Pennsylvania, United States · On-site
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 g…
Skills: Client Relationship Management, Financial Strategy Support, Account Onboarding, Performance Reporting, Microsoft Office
Pittsburgh, Pennsylvania, United States · On-site
$18/hr–$19/hr
Job DetailsJob Location: Hilltop Community Health Center - Pittsburgh, PA 15211Position Type: Full TimeEducation Level: High SchoolSalary Range: $18.00 - $19.00 HourlyTravel Percentage: Up to 25%Job Shift: DayJob Categor…
Skills: Patient Scheduling, Insurance Verification, Medical Billing, Electronic Health Records, Payment Processing
Pittsburgh, Pennsylvania, United States · On-site
$16/hr–$17/hr
Welcome to Pyramid Global Hospitality, where people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that fosters diversi…
Skills: Financial Reconciliation, Guest Relations, Billing And Accounting, Reservation Systems, Customer Service
Pittsburgh, Pennsylvania, United States · On-site
Tri-State BU - Region 01 - Market 01: 4000 Butler Street, Pittsburgh, Pennsylvania 15201 Shift Availability Flexible Availability Time Type Full time The position includes, but is not limited to, the following essential …
Skills: Team Leadership, Guest Service, Food Safety, Cash Handling, Inventory Control
Washington, District of Columbia, United States · Remote OK
$113k–$227k/yr
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnost…
Skills: Sales Management, Medical Device Sales, Strategic Planning, Performance Management, Contract Negotiation
Pittsburgh, Pennsylvania, United States · On-site
Discover an exciting future at the Airport! Fleet Mechanic - IDS at PITTSBURGH International Airport What’s Good’ Under the Hood? Do you like Turning Wrenches? Do you have all the right Tools for the Job? You are just th…
Skills: Mechanical Troubleshooting, Electrical Troubleshooting, Hydraulic Troubleshooting, Preventative Maintenance, Reading Schematics
Pittsburgh, Pennsylvania, United States · On-site
$20/hr–$22/hr
Ready to be part of something big? If you're driven, passionate, and eager to make your mark, we want you on our team. The Role: Grow with us! Grandpa Joe's Candy Shop is seeking an experienced AP Specialist at our Robin…
Skills: Accounts Payable, Full-cycle AP, 3-way-match, Microsoft Excel, QuickBooks
Pittsburgh, Pennsylvania, United States · On-site
Employment Type:Full timeShift: Description: REQUIREMENTS Master’s degree in a clinical discipline and one year of relevant experience. Act 33/34/73 Clearances Valid Driver’s license Ability to drive an organization vehi…
Skills: Individual Therapy, Group Therapy, Treatment Planning, Crisis De-escalation, Patient Monitoring
Pittsburgh, Pennsylvania, United States · On-site
Job Responsibilities The Business Unit Controller for Koppers Performance Chemicals (KPC) is a senior finance leader responsible for financial reporting, internal control compliance, operational finance, and financial de…
Skills: Financial Reporting, Internal Controls, Operational Finance, Cost Accounting, Budgeting & Forecasting
Pittsburgh, Pennsylvania, United States · On-site
$60k–$75k/yr
Overview Select Specialty Hospital - Pittsburgh Critical Illness Recovery Hospital Pittsburgh, PA Human Resources Coordinator ( HRC ) Full-Time | On-Site | M-F Daytime Salary Range: $60K-$75K (based on yrs experience) We…
Skills: HR Operations, Payroll Processing, Benefits Administration, Talent Acquisition, Employee Relations
Pittsburgh, Pennsylvania, United States · On-site
$45k–$47k/yr
Working with us takes a certain kind of person; we want someone who identifies with our values and is willing to challenge themselves both personally and professionally. We seek employees who are passionate about serving…
Skills: Classroom Management, Tutoring, Curriculum Implementation, Student Motivation, Student Rapport
Symmetry Financial GroupPittsburgh, Pennsylvania, United States · Remote Solely
Every year, agents help families make one of the biggest financial decisions of their lives. Yet most agents never participate in the conversations that happen afterward—mortgage protection, life insurance, retirement pl…
Skills: Real Estate, Financial Planning, Life Insurance, Mortgage Protection, Wealth Transfer
Pittsburgh, Pennsylvania, United States · On-site
The University of Pittsburgh School of Medicine’s Department of Dermatology is searching for Postdoctoral Associates with interests in immune system engineering. This is an exciting opportunity for individuals who thrive…
Skills: Immune System Engineering, Cutaneous Biology, In Vivo Animal Models, Cell Culture, Tissue Culture
Pittsburgh, Pennsylvania, United States · On-site
Qualified applicants seeking opportunities in clinical programs may find recruitment in The Department of Pediatrics of the University of Pittsburgh School of Medicine Pediatric subspecialty programs: Our Subspecialties …
Skills: Patient Care, Clinical Research, Medical Teaching, Pediatric Specialty Care, Medical Licensure
Pittsburgh, Pennsylvania, United States · On-site
The University of Pittsburgh School of Dental Medicine (UPSDM) is accepting applications for a full-time faculty member in the Department of Oral and Maxillofacial Surgery (OMS). The faculty position is in the appointmen…
Skills: Didactic Instruction, Clinical Instruction, Oral and Maxillofacial Surgery, Mentoring, Scholarly Activities
Pittsburgh, Pennsylvania, United States · On-site
The University of Pittsburgh School of Medicine’s Department of Dermatology is recruiting Postdoctoral Associates with interests in Bioengineering. This is an exciting opportunity for individuals who thrive in an interes…
Skills: Bioengineering, Biomimicry, Biofabrication, Biomaterials, Biosensors
Pittsburgh, Pennsylvania, United States · On-site
The University of Pittsburgh School of Dental Medicine is accepting applications for a full-time faculty member in the Department of Oral and Maxillofacial Surgery (OMS). The faculty position is in the appointment stream…
Skills: Oral and Maxillofacial Surgery, Clinical Leadership, Patient Diagnosis, Patient Treatment, Clinical Supervision
Pittsburgh, Pennsylvania, United States · On-site
Company Description Work when it works for you. This is a great opportunity for a skilled, personable optometrist who wants to earn additional income while enjoying maximum flexibility. Whether you’re balancing another r…
Skills: Primary Eye Care, Patient Education, Contact Lenses, Myopia Management, Ocular Disease Treatment
Pittsburgh, Pennsylvania, United States · On-site
$15/hr–$17/hr
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. Whethe…
Skills: Customer Engagement, Beverage Preparation, Cash Handling, Interpersonal Skills, Teamwork
Pittsburgh, Pennsylvania, United States · On-site
$19/hr–$21/hr
Crafting the world’s finest coffee, one meaningful moment at a time We believe in creating a warm and welcoming space where every cup of coffee sparks connection. Every shift is a chance to brighten someone’s day. As a s…
Skills: Leadership, Customer Service, Cash Handling, Team Coordination, Oral Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Client Relationship Analyst supports Financial Advisors by managing client relationships, processing requests, and onboarding new accounts. They are responsible for preparing performance reports, financial plans, and providing administrative support to ensure an elevated standard of client care.
A high school diploma is required, while a college degree and industry experience are preferred. Candidates should possess strong computer skills and a willingness to obtain Series 7 and Series 66/63/65 certifications.
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
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.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
