Client Relations & Admin Specialist

711 MS Smith Barney, LLC; Kentucky; On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking an Administrative/Client Support professional in Kentucky to assist Financial Advisors and teams by maintaining client relationships, processing transactions, and handling account documentation. The role involves educating clients on digital tools and providing timely, accurate information.

Strong organizational skills and knowledge of financial products are essential. The position supports a fast-paced environment and requires compliance with firm policies, with

Qualifications

• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with strong organizational and prioritization skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions and provide account balances and positions.
• Enter profile info and pre-fill documents in clerical capacity.
• Educate or enroll clients in digital tools like MS Online, eSign, eAuthorization.
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around account information and objectives.
• Assist with research relating to portfolios and preparing client meeting materials.
• Participate in firm initiatives and team marketing efforts.
• Maintain policies and participate in training programs.

Skills

Financial products

Detail oriented

MS Office

Client service

Education

Series 7/66/63/65 licenses

High School Diploma

College degree preferred

Tools

CRM systems

Microsoft Office

Job description

Morgan Stanley is seeking an Administrative/Client Support professional in Kentucky to assist Financial Advisors and teams by maintaining client relationships, processing transactions, and handling account documentation. The role involves educating clients on digital tools and providing timely, accurate information.

Strong organizational skills and knowledge of financial products are essential. The position supports a fast-paced environment and requires compliance with firm policies, with