Client Experience Specialist & Relationship Support

Morgan Stanley; Toms River (NJ); On-site; USD 21,931 - 57,955; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k)

Paid Time Off

Job summary

Morgan Stanley in Toms River is looking for a Client Relationship Analyst to provide exceptional client service and support our Financial Advisors.

The ideal candidate will build trusted relationships, assist with daily client needs, and collaborate with teams on various tasks. Key duties include managing client's transactions and helping educate them on our digital tools.

Benefits include a wide range of health options, 401(k), and paid time off.

Qualifications

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA), Series 63 (AG), and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Support the FA team in cultivating client relationships.
• Execute money movement transactions as requested.
• Educate clients on digital tools.
• Assist with client meeting preparations.
• Manage calendars and coordinate meetings.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Client service skills

Strong time management skills

Ability to multi-task

Education

High School Diploma

College degree preferred

Job description

Morgan Stanley in Toms River is looking for a Client Relationship Analyst to provide exceptional client service and support our Financial Advisors.

The ideal candidate will build trusted relationships, assist with daily client needs, and collaborate with teams on various tasks. Key duties include managing client's transactions and helping educate them on our digital tools.

Benefits include a wide range of health options, 401(k), and paid time off.