Client Relationship Associate - Wealth Services Support

711 MS Smith Barney, LLC; Dublin (OH); On-site; USD 45,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks.

The role emphasizes building trusted client relationships, handling routine transactions, and assisting with portfolio-related materials using firm-approved systems. Candidates should be detail-oriented with strong communication and organizational skills.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63/65 while employed.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movements as requested by clients or FA/PWA.
• Answer non-investment questions and relay account information.
• Assist with clerical tasks such as data entry and document preparation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).

Skills

Detail oriented

Interpersonal skills

Time management

Client service

Team player

Adaptability

Prioritization

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS) eligibility

Series 66 (AG/RA) eligibility

Tools

MSOffice

MSOnline

eSign

eAuthorization

Zoom

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks.

The role emphasizes building trusted client relationships, handling routine transactions, and assisting with portfolio-related materials using firm-approved systems. Candidates should be detail-oriented with strong communication and organizational skills.