Client Relationship & Service Specialist

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

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Florida to provide superior service and support to Financial Advisors and client teams. You will assist with client interactions, data entry, and coordination of meetings and digital tools.

Key duties include handling money movements, answering client questions, and maintaining documentation while supporting the firm's client service standards. This role emphasizes accuracy and teamwork in a fast-paced environment.

Qualifications

• Education and/or Experience High School Diploma/Equivalency. College degree preferred. Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail orientated with superior organizational skills and ability to prioritize; Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills; Strong time management skills.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions at client or FA/PWA request.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation as directed.

Skills

Interpersonal skills

Organization

Multitasking

Written communication

Team player

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Florida to provide superior service and support to Financial Advisors and client teams. You will assist with client interactions, data entry, and coordination of meetings and digital tools.

Key duties include handling money movements, answering client questions, and maintaining documentation while supporting the firm's client service standards. This role emphasizes accuracy and teamwork in a fast-paced environment.