Client Relations Specialist – Wealth Management Support

711 MS Smith Barney, LLC; Naperville (IL); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional service to Financial Advisors and clients, building trusted relationships with a client-first mindset. The role involves handling client inquiries, account information, and onboarding while supporting FAs/PWAs/teams in achieving business goals.

Qualified candidates typically have strong interpersonal and writing skills, advanced Microsoft Office proficiency, and the ability to multitask in a fast-paced

Qualifications

• Education and/or Experience: High School Diploma/Equivalency, college degree preferred.
• Exceptional writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills and ability to prioritize.

Responsibilities

• Provide service coverage for a FA/PWA/team including: supporting the FA/PWA/team in cultivating and enhancing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation.

Skills

Interpersonal skills

Client service

Time management

Microsoft Office

Education

High School Diploma/Equivalency

Tools

Microsoft Office (Word, Excel, Outlook)

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional service to Financial Advisors and clients, building trusted relationships with a client-first mindset. The role involves handling client inquiries, account information, and onboarding while supporting FAs/PWAs/teams in achieving business goals.

Qualified candidates typically have strong interpersonal and writing skills, advanced Microsoft Office proficiency, and the ability to multitask in a fast-paced