Client Relationship Specialist

Morgan Stanley; Manchester (NH); On-site; USD 52,000 - 78,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisor teams. You will manage daily administrative tasks, assist with client inquiries, and help with account documentation and digital tools adoption.

Ideal candidates bring strong Microsoft Office skills, excellent interpersonal abilities, and a client-first mindset to thrive in a fast-paced financial services environment.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Industry experience a plus.
• Willingness to obtain Series 7/66 or Series 63/65 licenses as applicable.

Responsibilities

• Provide service coverage for FA/PWA/teams, assist with client relationship activities.
• Execute money movement transactions per client/FA/PWA requests and relay account information.
• Assist with research and preparation of client meeting materials using firm-approved systems.
• Handle clerical tasks including calendar management, travel itineraries, and expense reports.

Skills

Customer service

Interpersonal skills

Time management

Communication

Team player

Adaptable

MS Office proficiency

Education

High School Diploma

College degree preferred

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisor teams. You will manage daily administrative tasks, assist with client inquiries, and help with account documentation and digital tools adoption.

Ideal candidates bring strong Microsoft Office skills, excellent interpersonal abilities, and a client-first mindset to thrive in a fast-paced financial services environment.