Client Experience & Relationship Specialist

PowerToFly; Wilkes-Barre (Luzerne County); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is hiring a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in daily activities. The role emphasizes strong interpersonal skills, clerical duties, and education on digital tools.

Qualifications include a high school diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65 as applicable. The position involves coordinating communications, data entry, and administrative tasks within a dynamic financial

Qualifications

• High School Diploma or equivalent required; college degree preferred.

Responsibilities

• Support FA/PWA/teams in cultivating and enhancing client relationships
• Execute money movement transactions as requested
• Answer general non-investment questions about client accounts and balances
• Enter profile information and pre-fill documents in clerical capacity
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Prepare materials for client meetings using approved systems
• Assist with data entry for new accounts and financial planning
• Support marketing efforts and website maintenance
• Contribute to the teams’ business plan and client service model
• Stay current on policies, procedures and platforms
• Participate in training and special projects as directed by local management

Skills

Detail oriented

Office productivity

Interpersonal skills

Time management

Team player

Adaptability

Goal oriented

Excellent writing

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) willingness

Tools

Microsoft Office Suite

Job description

Morgan Stanley is hiring a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in daily activities. The role emphasizes strong interpersonal skills, clerical duties, and education on digital tools.

Qualifications include a high school diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65 as applicable. The position involves coordinating communications, data entry, and administrative tasks within a dynamic financial