Client Relations & Service Specialist

711 MS Smith Barney, LLC; Windsor Springs (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Morgan Stanley in Missouri seeks a Client Relationship Analyst to deliver outstanding client service and support Financial Advisors and teams. The role emphasizes building trusted client relationships, handling daily inquiries, and assisting with portfolio-related materials and administrative duties.

You will process transactions, manage calendars, prepare expense reports, and stay updated on policies and new platforms while contributing to team goals and client service models.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65 as applicable.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills.
• Exceptional writing and client service abilities.

Responsibilities

• Support Financial Advisors/ PWAs/ teams in cultivating and enhancing client relationships.
• Execute money movement transactions upon request.
• Answer general non-investment questions and relay account information.
• Enter profile information or pre-fill account documentation for clients.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts (e.g., website maintenance).
• Stay current on policies, procedures and platforms.
• Participate in firm initiatives and special projects as directed.

Skills

Detail oriented

Interpersonal & client service

Time management

Team player

Adaptable & multi-task

Goal oriented

Excellent writing

Microsoft Office proficiency

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

Job description

Morgan Stanley in Missouri seeks a Client Relationship Analyst to deliver outstanding client service and support Financial Advisors and teams. The role emphasizes building trusted client relationships, handling daily inquiries, and assisting with portfolio-related materials and administrative duties.

You will process transactions, manage calendars, prepare expense reports, and stay updated on policies and new platforms while contributing to team goals and client service models.