Client Experience & Relationship Specialist

Morgan Stanley; United States; On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. The role emphasizes building trusted relationships, assisting with everyday client needs, and educating clients on digital tools.

Responsibilities include handling money movements, account inquiries, profile/document handling, and supporting marketing strategies.

Qualifications

• High School Diploma or equivalent.
• 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).

Responsibilities

• Support FAs/PWAs/teams in cultivating and maintaining client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs.
• Answer general non-investment questions about accounts and provide balances and holdings information.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Assist with research and preparation of materials for client meetings.
• Assist with data entry for new accounts and financial planning as directed.
• Support marketing efforts and strategic client service initiatives.
• Contribute to meeting business plans and client service models.
• Stay current on policies, procedures, and platforms.

Skills

Interpersonal skills

Detail oriented

Time management

Team player

Multi-tasking

Goal oriented

Client service

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 is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. The role emphasizes building trusted relationships, assisting with everyday client needs, and educating clients on digital tools.

Responsibilities include handling money movements, account inquiries, profile/document handling, and supporting marketing strategies.