Client Relationship Specialist

PowerToFly; Milwaukee (WI); On-site; USD 52,000 - 72,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. You will handle day‑to‑day client inquiries, money movements, documentation, and education on digital tools.

The role emphasizes strong interpersonal skills, clerical support, and effective collaboration with FAs/PWAs/teams while maintaining current policies and procedures.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Experience in financial services is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65) as applicable.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and support daily activities.
• Enter profile information and prep account documentation in clerical capacity.
• Assist with client questions, account balances, money movements, and logistics for meetings.
• Support research related to portfolios and performance reporting for client meetings.

Skills

MS Office proficiency

Exception writing & client service

Interpersonal skills

Time management

Team collaboration

Adaptability

Multi-tasking

Goal orientation

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. You will handle day‑to‑day client inquiries, money movements, documentation, and education on digital tools.

The role emphasizes strong interpersonal skills, clerical support, and effective collaboration with FAs/PWAs/teams while maintaining current policies and procedures.