Client Relationship Specialist

Socket.dev; Los Gatos (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors, assisting with client interactions, account activity, and related administrative tasks. The role emphasizes strong interpersonal skills, attention to detail, and effective collaboration within a fast-paced environment.

Responsibilities include handling money movements, client inquiries, data entry, and education of clients on digital tools, with ongoing training and career

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and collaboration abilities.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship support.
• Execute money movement transactions as requested by the client or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools and platforms.
• Assist with research and materials for client meetings using approved systems.
• Support data entry for new accounts and financial planning at direction of FAs/PWAs/teams.
• Support marketing efforts and teamwork in delivering business plans.

Skills

Interpersonal skills

Time management

Detail oriented

Adaptable

Team player

Communication

Education

High School Diploma

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors, assisting with client interactions, account activity, and related administrative tasks. The role emphasizes strong interpersonal skills, attention to detail, and effective collaboration within a fast-paced environment.

Responsibilities include handling money movements, client inquiries, data entry, and education of clients on digital tools, with ongoing training and career