Client Relationship Specialist

Morgan-Stanley; Springfield (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Morgan Stanley seeks a Client Relationship Analyst to deliver exceptional client service to Financial Advisors, Private Wealth Advisors, and teams. You will build trusted relationships through daily client interactions and support routine account activities with strong organizational and communication skills.

You will assist with data entry, digital tools enrollment, and preparation of materials for client meetings, while staying current on policies and platforms in a fast-paced environment.

Qualifications

• High School diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7/66/63/65 licenses.

Responsibilities

• Support FAs/PWAs/teams to cultivate client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions and relay account balances.
• Enter client profile data and pre-fill account documentation.
• Educate clients on digital tools and enrollment processes.
• Assist with research and materials for client meetings.
• Data entry for new accounts and financial planning tasks.
• Support marketing initiatives and client service delivery.
• Maintain policies and procedures as needed.

Skills

Detail oriented

Microsoft Office

Client service

Time management

Team player

Adaptable

Multi-tasking

Education

High School diploma/equivalency

College degree preferred

Licensing: Series 7/66/63/65

Industry experience a plus

Tools

Microsoft Office Suite

Job description

Morgan Stanley seeks a Client Relationship Analyst to deliver exceptional client service to Financial Advisors, Private Wealth Advisors, and teams. You will build trusted relationships through daily client interactions and support routine account activities with strong organizational and communication skills.

You will assist with data entry, digital tools enrollment, and preparation of materials for client meetings, while staying current on policies and platforms in a fast-paced environment.