Client Relationship Specialist

Morgan Stanley; New York (NY); 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 in delivering high-quality client service in a fast-paced environment. You will help cultivate client relationships, manage administrative tasks, and assist with investments, reporting, and onboarding processes.

The role emphasizes accuracy, strong communication, and teamwork, with opportunities to learn securities licensing and digital tools while supporting the client experience

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Experience in client services is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65).

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement requests and answer non-investment questions.
• Enter client profile information and assist with account documentation.
• Educate clients on digital tools and assist with onboarding.
• Support research related to investments and prepare client meeting materials.
• Handle data entry for new accounts and financial planning.
• Assist with marketing initiatives and meeting client service targets.
• Stay current on policies, procedures, and new platforms.

Skills

Interpersonal skills

Time management

Writing skills

Client service

Team player

Adaptability

Multitasking

Detail orientation

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 willingness

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering high-quality client service in a fast-paced environment. You will help cultivate client relationships, manage administrative tasks, and assist with investments, reporting, and onboarding processes.

The role emphasizes accuracy, strong communication, and teamwork, with opportunities to learn securities licensing and digital tools while supporting the client experience