Client Relationship & Onboarding Specialist

Morgan Stanley; Pepper Pike (OH); On-site; USD 48,000 - 72,000; Full time

Job summary

M organ Stanley in United States is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors daily, building trusted relationships with a client-first mindset. The role involves processing money movements, onboarding clients, educating on digital tools, maintaining client accounts, and assisting teams with research and meetings.

Strong interpersonal and organizational skills are required, with licensing and 2+ years of industry

Qualifications

• Minimum education required: high school diploma; college degree preferred.
• Licensing: Series 7 with 66 or 63/65 depending on role.
• Two+ years of industry experience preferred.

Responsibilities

• Support Financial Advisor teams by managing client relationships and onboarding.
• Process money movements and respond to client account questions.
• Educate clients on digital tools and online platforms.
• Assist with portfolio reporting and meeting materials.
• Maintain calendars, travel, and expense reporting for team.
• Ensure accurate entry of client data and documentation.

Skills

Client relationship management

Interpersonal skills

Time management

Attention to detail

Strong written communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66 or 63/65 licenses

Tools

MS Office Suite

Job description

M organ Stanley in United States is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors daily, building trusted relationships with a client-first mindset. The role involves processing money movements, onboarding clients, educating on digital tools, maintaining client accounts, and assisting teams with research and meetings.

Strong interpersonal and organizational skills are required, with licensing and 2+ years of industry