Client Relationship & Onboarding Specialist

Morgan-Stanley; West Des Moines (IA); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst in West Des Moines to provide frontline client support to Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships through daily client interactions and a client-first mindset.

You will execute money movements, answer questions about accounts, onboard clients, and educate them on digital tools, while supporting the team’s business plan and client service model in a fast-paced environment.

Qualifications

• Bachelor/HS diploma with industry knowledge in financial services.
• Experience with client onboarding, account maintenance, and basic inquiries.
• Proficient with MS Office and client data handling.
• Familiarity with investment products and firm systems.

Responsibilities

• Provide client support to FA/PWA/team and handle money movements as requested.
• Answer non-investment questions and relay account information.
• Enter profiles and pre-fill documents in clerical capacity.
• Educate clients on digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Support marketing and client service initiatives for FAs/PWAs/teams.
• Assist with research and materials for client meetings.

Skills

Client Service

Interpersonal Skills

Time Management

Attention to Detail

Financial Knowledge

Multitasking

Teamwork

Written Communication

Adaptability

Education

High School Diploma

College Degree Preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Tools

Microsoft Office

Excel

Word

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst in West Des Moines to provide frontline client support to Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships through daily client interactions and a client-first mindset.

You will execute money movements, answer questions about accounts, onboard clients, and educate them on digital tools, while supporting the team’s business plan and client service model in a fast-paced environment.