Client Relations & Wealth Services Associate

711 MS Smith Barney, LLC; Town of Middleton (WI); On-site; USD 42,981,000 - 117,110,000; 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. You will build trusted relationships through regular client interactions and a client-first mindset.

Key duties include processing money movements, answering questions about accounts, preparing materials for meetings, and maintaining digital tools.

Qualifications

• High School Diploma or equivalency required; college degree preferred.
• Industry experience is a plus for client service roles.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.

Responsibilities

• Cultivate and enhance client relationships for FAs/PWAs/teams.
• Execute money movement transactions as requested.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.
• Support marketing efforts and client service initiatives.
• Stay updated on policies, procedures, and platforms.

Skills

Detail oriented

MS Office

Interpersonal skills

Time management

Team player

Multi-tasking

Education

High School Diploma

College degree preferred

Tools

MS Office

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. You will build trusted relationships through regular client interactions and a client-first mindset.

Key duties include processing money movements, answering questions about accounts, preparing materials for meetings, and maintaining digital tools.