Client Relations & Service Specialist

Morgan Stanley; Shrewsbury (NJ); On-site; USD 36,000 - 59,000; Full time

Job summary

Morgan Stanley seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in New Jersey, helping manage client relationships and daily operations. You will assist with routine account tasks, data entry, and education on digital tools.

The role emphasizes accuracy, strong communication, and teamwork within a fast-paced environment while ensuring excellent client service standards.

Qualifications

• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.

Skills

Detail oriented

MS Office Pro

Writing & client service

Team player

Fast-paced environment

Adaptable

Goal oriented

Education

College degree

Licenses: Series 7/66/63/65

Tools

MS Office

Job description

Morgan Stanley seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in New Jersey, helping manage client relationships and daily operations. You will assist with routine account tasks, data entry, and education on digital tools.

The role emphasizes accuracy, strong communication, and teamwork within a fast-paced environment while ensuring excellent client service standards.