Client Relationship Specialist

Morgan-Stanley; Winchester (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide daily client support and assist Financial Advisors, PWAs and teams in maintaining strong relationships. The role involves handling routine account information, money movements and onboarding while educating clients on digital tools.

The candidate should have strong interpersonal skills, be detail oriented, and possess required FINRA licenses (Series 7/66 or 63/65).

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team, cultivate client relationships.
• Process money movements and respond to client inquiries on accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts; collect required documentation.
• Assist with research and materials for client meetings.
• Support marketing efforts and quarterly business planning.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Microsoft Office

Communication

Education

High School Diploma/Equivalency

College degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide daily client support and assist Financial Advisors, PWAs and teams in maintaining strong relationships. The role involves handling routine account information, money movements and onboarding while educating clients on digital tools.

The candidate should have strong interpersonal skills, be detail oriented, and possess required FINRA licenses (Series 7/66 or 63/65).