Client Relationship Specialist

Morgan Stanley; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Indianapolis to provide service coverage for Financial Advisors and teams, handling routine client inquiries, data entry, and enrollment in digital tools. The role supports client relationships and assists with meeting preparations and research.

You will handle administrative tasks, calendar management, travel itineraries, and expense reporting, while staying current on policies and platforms.

Qualifications

• High School Diploma or equivalency is required.
• College degree is preferred but not mandatory.
• Industry experience is a plus for the role.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) is requested.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions upon client/FA/PWA request.
• Answer general non-investment questions about client accounts, including balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm tools.
• Assist with data entry for new accounts and financial planning as directed.
• Support Fas/PWAs/teams’ marketing and website tasks.
• Assist teams in delivering against their business plan and client service model.
• Keep up-to-date with policies, procedures, and new platforms.
• Participate in firm initiatives and training programs.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Adaptable / multi-task

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Indianapolis to provide service coverage for Financial Advisors and teams, handling routine client inquiries, data entry, and enrollment in digital tools. The role supports client relationships and assists with meeting preparations and research.

You will handle administrative tasks, calendar management, travel itineraries, and expense reporting, while staying current on policies and platforms.