Client Relationship Associate – Wealth Support

Morgan Stanley; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

401(k)

Paid Time Off

10 Paid Holidays

Short/Long Term Disability

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling inquiries, and assisting with account documentation in a fast-paced environment.

The position focuses on clerical support, client communications, and coordination with advisory teams, contributing to client satisfaction and business goals.

Qualifications

• Education and experience expectations include a high school diploma or equivalent; 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 including equities, bonds, options, mutual funds, annuities, and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating new and existing client relationships.
• Execute money movement transactions as requested by clients or FA/PWA/team.
• Answer non-investment questions about client accounts and relay balances and positions.
• Enter profile information and prep account documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.
• Provide clients with details on account information and investment objectives.
• Enter unsolicited or solicited orders as directed.
• Assist FA/PWA/teams in delivering against business plans and client service models.

Skills

Interpersonal skills

Customer service

Written communication

Time management

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling inquiries, and assisting with account documentation in a fast-paced environment.

The position focuses on clerical support, client communications, and coordination with advisory teams, contributing to client satisfaction and business goals.