Client Experience & Relationship Specialist

PowerToFly; Kansas City (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with daily client service. The role emphasizes building trusted relationships, handling routine inquiries, and assisting with documentation and digital tools.

The position requires strong interpersonal and organizational skills, experience with MS Office, and readiness to pursue necessary securities licenses to enhance client service.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus for client service roles.
• Willingness to obtain Series 7, Series 66/63/65 licenses as applicable.

Responsibilities

• Provide client service coverage for a FA/PWA/team including relationship cultivation and support.
• Execute money movement transactions per client/FA/PWA requests.
• Answer general non-investment questions and relay account balances.
• Enter client profiles and pre-fill documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist FAs/PWAs/teams with research and materials for client meetings.
• Assist with data entry for new account openings and financial planning needs.
• Support marketing efforts and website maintenance for client outreach.
• Contribute to achieving the team’s business plan and client service model.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Multi-tasking

Adaptability

Goal oriented

Self-motivated

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with daily client service. The role emphasizes building trusted relationships, handling routine inquiries, and assisting with documentation and digital tools.

The position requires strong interpersonal and organizational skills, experience with MS Office, and readiness to pursue necessary securities licenses to enhance client service.