Client Relations & Wealth Support Analyst

Morgan Stanley; Wayzata (MN); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Wayzata, MN seeks a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will handle client inquiries, process transactions, and maintain account information with accuracy and discretion.

This role emphasizes strong communication, organization, and teamwork in a fast-paced environment, with opportunities for growth within the wealth management platform.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 (or Series 63 and Series 65) licensure is preferred.
• Two+ years of industry experience is preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movements as requested by clients or team.
• Answer general non-investment questions about accounts and balances.

Skills

Client service

Interpersonal skills

Communication

Time management

Team player

Multitasking

Goal oriented

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66 or Series 63

Series 65

Tools

MS Office

Job description

Morgan Stanley in Wayzata, MN seeks a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will handle client inquiries, process transactions, and maintain account information with accuracy and discretion.

This role emphasizes strong communication, organization, and teamwork in a fast-paced environment, with opportunities for growth within the wealth management platform.