Client Relationship Analyst - Wealth Services Support

Morgan-Stanley; Cincinnati (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley in Cincinnati seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will build trusted relationships through regular client interactions, demonstrating a client-first mindset and strong interpersonal skills.

The role involves account maintenance, processing money movements, educating clients on digital tools, and collaborating with the FA/ PWA teams to support business goals.

Qualifications

• High school diploma or equivalent is required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 credentials are expected.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by the client or FA/PWA/team.
• Enter profile information or pre-fill account documentation on client accounts.

Skills

Financial services knowledge

Interpersonal skills

Time management

Written communication

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Cincinnati seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will build trusted relationships through regular client interactions, demonstrating a client-first mindset and strong interpersonal skills.

The role involves account maintenance, processing money movements, educating clients on digital tools, and collaborating with the FA/ PWA teams to support business goals.