Client Relationship Specialist

Morgan Stanley; Dublin (OH); On-site; USD 48,000 - 72,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Dublin, OH to provide exceptional service and support Financial Advisors and Private Wealth Advisors on a daily basis. The role includes client interactions, account inquiries, and clerical tasks to ensure smooth operations.

Candidate should demonstrate strong communication, teamwork, and organizational skills, with a willingness to pursue securities licenses and adapt to a fast-paced environment.

Qualifications

• Detail oriented 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.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and ability to multi-task.
• Goal oriented, self-motivated and results driven.

Responsibilities

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Client service

Time management

Team player

Multitasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willing to obtain Series 7/66 or Series 63/65

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Dublin, OH to provide exceptional service and support Financial Advisors and Private Wealth Advisors on a daily basis. The role includes client interactions, account inquiries, and clerical tasks to ensure smooth operations.

Candidate should demonstrate strong communication, teamwork, and organizational skills, with a willingness to pursue securities licenses and adapt to a fast-paced environment.