Client Relationship Analyst — Wealth Services Support

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

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide high-quality client service and support Financial Advisors with day-to-day activities. The role emphasizes building trusted client relationships, handling account inquiries, and assisting with research and documentation.

The position requires at least a high school diploma, potential licensing (Series 7/66 or 63/65), and 2+ years of industry experience.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products.
• Excellent written and oral communication.
• Strong organizational and time-management skills.
• Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA/team.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts with required documentation.
• Provide clients with details of their account information.
• Enter unsolicited or solicited orders as directed.
• Assist FAs/PWAs/teams with research and materials for client meetings.
• Assist with data entry for client needs and maintain policies and platforms.
• Participate in firm initiatives and training programs.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Team player

Adaptable

Goal oriented

Strong writing

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing

2+ years industry experience preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide high-quality client service and support Financial Advisors with day-to-day activities. The role emphasizes building trusted client relationships, handling account inquiries, and assisting with research and documentation.

The position requires at least a high school diploma, potential licensing (Series 7/66 or 63/65), and 2+ years of industry experience.