Client Relationship Analyst — Wealth Advisory Support

Socket.dev; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in Indianapolis seeks Registered Client Relationship Analysts to provide exceptional service and support to Financial Advisors and Private Wealth teams. You will manage client relationships, handle money movements, and educate clients on digital tools.

The role requires general knowledge of financial products, strong interpersonal and organizational skills, and experience in a fast-paced environment. A college degree is preferred, with relevant securities licenses a plus.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account docs in clerical capacity.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on account information and investment objectives.
• Assist with research and materials for client meetings using firm systems.
• Assist with data entry for new accounts and planning needs.
• Stay current on policies, procedures, and new platforms.
• Participate in firm initiatives and training as directed by management.

Skills

Financial products knowledge

Detail oriented

MS Office expert

Strong writing

Interpersonal skills

Time management

Team player

Multitasking

Education

High School Diploma

College degree preferred

Active Series 7 and Series 66/63/65 licenses

Job description

Morgan Stanley in Indianapolis seeks Registered Client Relationship Analysts to provide exceptional service and support to Financial Advisors and Private Wealth teams. You will manage client relationships, handle money movements, and educate clients on digital tools.

The role requires general knowledge of financial products, strong interpersonal and organizational skills, and experience in a fast-paced environment. A college degree is preferred, with relevant securities licenses a plus.