Client Relations & Service Specialist

711 MS Smith Barney, LLC; Tulsa (OK); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth teams daily. You will assist with client onboarding, account questions, and digital tools, while coordinating meetings and preparing materials for client reviews in a fast-paced, client-focused environment.

The role requires strong Microsoft Office skills, attention to detail, and the ability to multi-task while upholding firm policies

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal oriented, self-motivated and results driven.
• Willingness to obtain Series 7, Series 66, or Series 63/65 licenses.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Support the FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions upon request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for investment portfolios and meeting materials.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and website maintenance.
• Participate in firm initiatives and stay updated on policies.

Skills

Detail oriented

Organizational skills

Office software

Writing skills

Interpersonal skills

Time management

Team player

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth teams daily. You will assist with client onboarding, account questions, and digital tools, while coordinating meetings and preparing materials for client reviews in a fast-paced, client-focused environment.

The role requires strong Microsoft Office skills, attention to detail, and the ability to multi-task while upholding firm policies