Client Relations Analyst - Financial Services Support

711 MS Smith Barney, LLC; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, onboarding clients, and handling clerical tasks with a client-first mindset.

The position involves supporting advisor teams, educating clients on digital tools, and assisting with research and materials for client meetings. A strong service orientation and teamwork are essential.

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred

Responsibilities

• Support FA/Team in cultivating and enhancing client relationships
• Execute money movement transactions on request
• Answer general non-investment questions about client accounts
• Enter profile information or pre-fill account documentation
• Educate or enroll clients in digital tools
• Onboard and maintain client accounts
• Provide existing clients with details around their account information
• Assist with research relating to investment portfolio holdings and reporting
• Assist with data entry for key client needs such as new account opening
• Maintain current policies and participate in firm initiatives

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, onboarding clients, and handling clerical tasks with a client-first mindset.

The position involves supporting advisor teams, educating clients on digital tools, and assisting with research and materials for client meetings. A strong service orientation and teamwork are essential.