Client Relationship Specialist

711 MS Smith Barney, LLC; Indiana; On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and teams, supporting daily client needs and operations in a fast-paced environment.

The role emphasizes strong interpersonal and organizational skills, including data entry, calendar management, and digital tool enrollment, with opportunities to grow through training and eligible certifications.

Qualifications

• Education and/or Experience High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge/Skills Detail orientated 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

• Provide service coverage for a FA/PWA/team including:
• 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
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc.
• Assist with data entry for key client needs such as new account opening and financial planning
• 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 and other duties directed by local management
• Answering inbound phone calls or making outbound calls
• Managing the calendar including coordinating meetings or events
• Maintaining travel itineraries, preparing expense reports and managing reimbursement

Skills

Interpersonal skills

Client service

Microsoft Office

Time management

Team player

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and teams, supporting daily client needs and operations in a fast-paced environment.

The role emphasizes strong interpersonal and organizational skills, including data entry, calendar management, and digital tool enrollment, with opportunities to grow through training and eligible certifications.