Client Relations & Operations Assistant

Morgan Stanley; Utica (OK); On-site; USD 50,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling routine account inquiries, and assisting with administrative tasks in a fast-paced, evolving environment.

The position requires strong interpersonal skills, MS Office proficiency, and readiness to obtain required Series licenses.

Qualifications

• Education and experience align with a client-relations support role.
• Proficiency in MS Office is required.
• Willingness to obtain Series 7/66/63/65 licenses.
• Strong organizational and communication skills are essential.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA requests.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.
• Support marketing initiatives and website maintenance.
• Maintain calendar, schedule meetings, and coordinate events.

Skills

Client service

Interpersonal skills

Time management

Team collaboration

Adaptability

Multitasking

Attention to detail

MS Office

Education

High School Diploma or equivalent

College degree preferred

Industry experience a plus

Tools

MS Office

CRM software

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling routine account inquiries, and assisting with administrative tasks in a fast-paced, evolving environment.

The position requires strong interpersonal skills, MS Office proficiency, and readiness to obtain required Series licenses.