Client Relations & Service Specialist

Morgan-Stanley; Wilkes-Barre (Luzerne County); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams, building trusted client relationships through proactive service, data entry, and timely transactions.

You will handle account inquiries, educate clients on digital tools, assist with meetings and reporting, and contribute to firm initiatives while maintaining accuracy and high-quality client service in a fast-paced environment.

Qualifications

• Education and/or Experience: High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Responsibilities

• Provide client support for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions on client request.
• Answer general non-investment questions and relay account information.
• Enter profile information or pre-fill documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research relating to portfolios and performance reporting.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and update websites as needed.
• Maintain calendars and coordinate meetings with logistics.
• Prepare expense reports and manage reimbursements.
• Carry out general in-office support tasks such as copying and filing.

Skills

Detail oriented

Organizational skills

Time management

Interpersonal skills

Writing skills

Teamwork

Multi-tasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams, building trusted client relationships through proactive service, data entry, and timely transactions.

You will handle account inquiries, educate clients on digital tools, assist with meetings and reporting, and contribute to firm initiatives while maintaining accuracy and high-quality client service in a fast-paced environment.