Client Relations Specialist

Morgan Stanley; City of Utica (NY); On-site; USD 22,000 - 59,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, facilitating transactions, and maintaining documentation with a client-first mindset.

The position requires strong interpersonal skills, detail orientation, and proficiency in MS Office.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience a plus.
• Willingness to obtain securities licenses (Series 7/66 or Series 63/65) as needed.

Responsibilities

• Provide service coverage for FA/PWA/team including supporting client relationships.
• Execute money movement transactions on request.
• Answer non-investment questions and relay account information.
• Enter profile information and pre-fill documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for investment portfolios and prepare client meeting materials.
• Data entry for new accounts and financial planning as directed by FAs/PWAs/teams.
• Support FAs/PWAs/teams' marketing and business plans.

Skills

Interpersonal skills

Client service

Microsoft Office

Time management

Team player

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 willingness

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, facilitating transactions, and maintaining documentation with a client-first mindset.

The position requires strong interpersonal skills, detail orientation, and proficiency in MS Office.