Client Relations Specialist - Hybrid, Complaints & Ops

Morgan Stanley; South Jordan (UT); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley Salt Lake seeks a Client Relations Associate to research and respond to operational client complaints while ensuring regulatory compliance. You will collaborate with field staff and management to resolve issues and build strong working relationships.

The role includes handling client-facing calls, supporting settlement and privacy tasks, and participating in special projects. Hybrid work requires in‑office attendance three days per week and a commitment to excellence.

Qualifications

• Excellent grammar and composition skills.
• Excellent written and oral communications skills.
• Bachelor’s degree in Finance, Economics, English/Communications or related discipline preferred; experience may substitute.
• Knowledge of brokerage industry or banking operations preferred.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook.
• Ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Able to perform in a fast-paced, changing environment with a wide variety of tasks.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Self‑motivated and team‑oriented.

Responsibilities

• Research and respond to operational client complaints with regulatory compliance.
• Collaborate with field staff, operations, and management to resolve issues.
• Build relationships with Client Relations Editors and learn departmental processes.
• Participate in client-facing telephone coverage at least one day per week.
• Support settlement processing, privacy opt-out processing, and special projects as needed.
• Hybrid role requiring in-office attendance 3 days per week.

Skills

Excellent grammar and composition

Excellent written and oral comms

Strong initiative and drive

MS Word & Outlook

Interpersonal collaboration

Phone presentation skills

Fast-paced adaptability

Organizational skills & attention to‑d

Self-motivation & teamwork

Education

Bachelor’s degree in Finance, Economics, English/Communications or related discipline

Job description

Morgan Stanley Salt Lake seeks a Client Relations Associate to research and respond to operational client complaints while ensuring regulatory compliance. You will collaborate with field staff and management to resolve issues and build strong working relationships.

The role includes handling client-facing calls, supporting settlement and privacy tasks, and participating in special projects. Hybrid work requires in‑office attendance three days per week and a commitment to excellence.