Client Relations Specialist - Wealth Management Support

Morgan Stanley; Los Gatos (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors. The role supports daily client interactions, prepares materials for meetings, and handles routine account requests with accuracy and professionalism.

Candidates should have a high school diploma (college degree preferred), strong Microsoft Office skills, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for a FA/PWA/team including: supporting client relationships and answering non-investment questions.
• Execute money movement transactions at client/FA/PWA request.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.

Skills

Interpersonal communication

Microsoft Office

Client service

Time management

Team collaboration

Adaptability

Education

High School Diploma

College degree preferred

Industry experience a plus

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors. The role supports daily client interactions, prepares materials for meetings, and handles routine account requests with accuracy and professionalism.

Candidates should have a high school diploma (college degree preferred), strong Microsoft Office skills, and the ability to manage multiple tasks in a fast-paced environment.