Client Relationship & Services Specialist

711 MS Smith Barney, LLC; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley seeks a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors/Private Wealth Advisors and teams in Dallas. The role emphasizes client-first service, accurate administrative tasks, and collaboration across groups to enhance client experiences.

Responsibilities include handling money movements, answering non-investment questions, and assisting with digital tools and documentation. Strong writing and organization are essential.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).

Responsibilities

• Provide client support for FA/PWA/team, including: supporting cultivation of client relationships and executing money movements as needed.

Skills

Detail oriented

Excellent written & verbal skills

Interpersonal skills

Client service

Time management

Team player

Adaptability

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7/66/63/65/RA licenses

Tools

Microsoft Office

Job description

Morgan Stanley seeks a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors/Private Wealth Advisors and teams in Dallas. The role emphasizes client-first service, accurate administrative tasks, and collaboration across groups to enhance client experiences.

Responsibilities include handling money movements, answering non-investment questions, and assisting with digital tools and documentation. Strong writing and organization are essential.