Client Relationship Specialist

Morgan Stanley; Town of Oneonta (NY); On-site; USD 22,000 - 59,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role centers on building trusted relationships with clients while prioritizing a client-first mindset to assist with everyday needs.

Key duties include client support, administrative tasks, calendar coordination, travel and expense processing, and collaboration with team members.

Qualifications

• Detail-oriented with superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with data entry for new accounts and financial planning.
• Support marketing strategies and website maintenance.
• Collaborate with teams to deliver against business plans.

Skills

Detail oriented

MS Office

Writing skills

Interpersonal

Time management

Team player

Fast-paced

Adaptable

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Licensing: Series 7/66 or 63/65

Tools

MS Excel

Job description

Morgan Stanley in the United States is seeking a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role centers on building trusted relationships with clients while prioritizing a client-first mindset to assist with everyday needs.

Key duties include client support, administrative tasks, calendar coordination, travel and expense processing, and collaboration with team members.