Client Relationship & Service Specialist

Morgan Stanley; Village of Garden City (NY); On-site; USD 32,219 - 90,000; Full time

Job summary

Morgan Stanley in New York seeks a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily.

You will build trusted relationships, assist with money movements, respond to routine questions, prepare materials for client meetings and help maintain accurate client records. This role requires strong communication and MS Office skills in a fast-paced, collaborative environment.

Qualifications

• High School Diploma or Equivalency; college degree preferred.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Provide client support for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions concerning client accounts and balances.
• Enter profile information or pre-fill documents as directed.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign).
• Assist with research and preparation of materials for client meetings.

Skills

Detail orientated

MS Office

Communication

Time management

Team player

Adaptability

Multitasking

Goal oriented

Education

High school diploma

College degree preferred

Job description

Morgan Stanley in New York seeks a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily.

You will build trusted relationships, assist with money movements, respond to routine questions, prepare materials for client meetings and help maintain accurate client records. This role requires strong communication and MS Office skills in a fast-paced, collaborative environment.