Client Relations Specialist for Financial Advisors

711 MS Smith Barney, LLC; Garden City (MI); On-site; USD 33,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a detail-oriented client support professional to provide service coverage for Financial Advisors and teams, including account maintenance, money movement requests, and client education on digital tools. The role involves onboarding clients, answering non-investment questions, and supporting marketing and reporting efforts.

Qualified candidates will have a high school diploma (college degree preferred), Series 7/66 or 63/65 licenses, and at least two years of industry

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required or preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for Financial Advisor/team and cultivate client relationships.
• Execute money movement transactions on request.
• Answer general non-investment questions about accounts and balances.
• Onboard and maintain client accounts and collect required documentation.

Skills

Client relationships

Financial services knowledge

Microsoft Office

Attention to detail

Communication skills

Time management

Teamwork

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a detail-oriented client support professional to provide service coverage for Financial Advisors and teams, including account maintenance, money movement requests, and client education on digital tools. The role involves onboarding clients, answering non-investment questions, and supporting marketing and reporting efforts.

Qualified candidates will have a high school diploma (college degree preferred), Series 7/66 or 63/65 licenses, and at least two years of industry