Client Experience & Relationship Specialist

Morgan Stanley; Norwell (MA); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and managing administrative tasks. The role involves facilitating money movements, answering client questions, and preparing materials for meetings.

Ideal candidates will have strong written and verbal communication, excellent MS Office skills, and the ability to manage multiple priorities in a dynamic environment.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and ability to multi-task in a fast-paced environment.
• Willingness to obtain securities licenses (Series 7/66 or 63/65) as applicable.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and money movement requests.
• Answer non-investment questions and relay account balances and holdings.
• Enter profile information and pre-fill account documents as directed.
• Educate or enroll clients in digital tools and support meetings with prepared materials.
• Assist with research, portfolio reporting and materials for client meetings.

Skills

Interpersonal skills

Microsoft Office

Time management

Communication

Writing

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service and managing administrative tasks. The role involves facilitating money movements, answering client questions, and preparing materials for meetings.

Ideal candidates will have strong written and verbal communication, excellent MS Office skills, and the ability to manage multiple priorities in a dynamic environment.