FCG Client Service Analyst - Morgan Stanley : Job Details

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700+ billion of Institutional Assets. The Fiduciary Consulting Group ( FCG ), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements.

We are seeking a highly motivated and experienced Client Service Analyst to join FCG. In this role, you will perform a wide variety of complex clerical and administrative functions. FCG provides exceptional, high-touch consulting services to its clients in a fast-paced entrepreneurial environment and requires a detail-oriented, driven individual with exemplary communication skills. Exceptional writing skills are essential to this position and are needed for composing, drafting, and editing correspondence and presentations.

Job Responsibilities:

• Independently manage client deliverables and investment reporting schedule and ensure timely responses
• Manage process for onboarding new clients and client terminations, including preparing all required paperwork
• Provide support for senior consultants with strong ability to multi-task and independently provide solutions to complex client needs
• Prepare and track client related data using multiple Excel spreadsheets
• Advance level knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Compose written communications including outgoing correspondence, emails, presentations, forms, etc.
• Effectively communicate to internal staff, clients, and vendors
• Manage multiple calendars and schedule client, prospect and vendor in-person/video conference meetings
• Make airline, hotel and vehicle reservations
• Prepare meeting agendas, letters and other documents for client meetings
• Organize consultants for client meetings, including gathering all materials and preparing travel packet
• Assist with client meeting materials preparation, including printing and shipping
• Manage consultant tasks and client meeting dates - communicate to staff to ensure deadlines are met
• Maintain and update client contact information
• Share in reception coverage as needed
• Filing including electronic file maintenance
• Order office supplies as needed
• Troubleshoot client questions as needed
• Provide back up support to administrative team as needed
• Other duties and special projects as assigned

Qualifications:

• A four-year college degree and/or minimum of five years' experience supporting senior level executives is preferred
• Knowledge of investment consulting or similar financial field preferred
• Excellent written and verbal communication skills
• Excellent customer service skills
• Ability to multi-task and prioritize workload to ensure deadlines are met
• Top-notch organizational skills and attention to detail

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Salary range for the position: $57,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including medical, prescription drug, dental, vision, health savings account, dependent day care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave consistent with state and local law, parental leave and x vacation days annually), 10 paid holidays, 401(k), and short/long term disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close October 14, 2025.

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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).