Client Relationship Specialist

711 MS Smith Barney, LLC; Wilkes-Barre (Luzerne County); On-site; USD 48,000 - 72,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and client teams. You will support daily client needs, assist with account activity, and help prepare materials for client meetings via firm systems.

Role emphasizes strong organization, communication, and collaboration in a fast-paced environment. Reports to the Business Service Officer; requires work authorization in the United States.

Qualifications

• Education and/or Experience High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Provide service coverage for a FA/PWA/team including
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
• Supporting the Fas / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist Fas / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Skills

Interpersonal skills

Attention to detail

Time management

Team player

Adaptability

Education

High School Diploma or Equivalency

College degree preferred

Licensing willingness (Series 7/66/63/65)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and client teams. You will support daily client needs, assist with account activity, and help prepare materials for client meetings via firm systems.

Role emphasizes strong organization, communication, and collaboration in a fast-paced environment. Reports to the Business Service Officer; requires work authorization in the United States.