Client Relationship Specialist

Morgan-Stanley; Pittsburgh (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley in Pittsburgh seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with exceptional client service and daily tasks. You will handle routine transactions, relay client information, and maintain accurate records for ongoing client relationships.

The role involves assisting with scheduling, meetings, and travel logistics, answering non-investment questions, educating clients on digital tools, and preparing materials for client reviews.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Strong written and verbal communication skills.
• Experience in client service or financial services is a plus.

Responsibilities

• Provide client support for FAs/PWAs/teams and handle routine transactions.
• Answer non-investment questions and relay account balances.
• Assist with calendars, meetings, and travel logistics.
• Educate clients on digital tools and prepare meeting materials.

Skills

Client service

Communication

Detail oriented

Time management

Team player

Adaptable

Written skills

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Pittsburgh seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with exceptional client service and daily tasks. You will handle routine transactions, relay client information, and maintain accurate records for ongoing client relationships.

The role involves assisting with scheduling, meetings, and travel logistics, answering non-investment questions, educating clients on digital tools, and preparing materials for client reviews.