Client Relationship Specialist

Morgan Stanley; Birmingham (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Birmingham, Michigan who will provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.

The ideal candidate will have strong interpersonal skills, organizational abilities, and proficiency in Microsoft Office. Responsibilities include enhancing client relationships, executing transactions, and answering inquiries related to client accounts.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Detail-oriented with superior organizational skills.
• Exceptional writing, interpersonal, and client service skills.

Responsibilities

• Support FA/PWA teams in enhancing client relationships.
• Execute money movement transactions requested by clients.
• Answer general questions regarding client accounts.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Microsoft Office skills

Time management skills

Education

High School Diploma

College degree preferred

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Birmingham, Michigan who will provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.

The ideal candidate will have strong interpersonal skills, organizational abilities, and proficiency in Microsoft Office. Responsibilities include enhancing client relationships, executing transactions, and answering inquiries related to client accounts.