Client Relationship & Service Specialist

Morgan-Stanley; Town of Islip (NY); On-site; USD 22,000 - 59,000; Full time

Job summary

M organ Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in delivering high-quality client service. You will handle routine inquiries, assist with account documentation, and help prepare materials for client meetings using approved systems.

The role emphasizes strong communication, organization, and teamwork within a fast-paced financial services environment, with exposure to digital tools and calendar management.

Qualifications

• High School Diploma or equivalent required.
• Strong written and verbal communication skills.
• Detail-oriented with excellent organizational abilities.

Responsibilities

• Provide client support to Financial Advisors/teams, handling routine inquiries and account information.
• Process money movement requests and relay account balances or positions.
• Assist with client documentation, digital tool enrollment, and meeting prep.

Skills

Client service

Microsoft Office

Interpersonal skills

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Zoom

CRM systems

Job description

M organ Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in delivering high-quality client service. You will handle routine inquiries, assist with account documentation, and help prepare materials for client meetings using approved systems.

The role emphasizes strong communication, organization, and teamwork within a fast-paced financial services environment, with exposure to digital tools and calendar management.