Client Relationship Specialist

Morgan-Stanley; Winchester (VA); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and private wealth teams, delivering exceptional client service and maintaining strong relationships. The role involves handling money movements, responding to client inquiries, and assisting with account documentation and digital-tool enrollment.

The ideal candidate will possess strong communication, organizational, and writing skills, with a willingness to pursue licenses such as Series 7 and Series 66.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 licenses.

Responsibilities

• Provide service coverage for FAs/PWAs/teams, assisting with client relationships.
• Execute money movement transactions per client/FA requests.
• Answer non-investment questions and relay account balances.
• Assist with enrollment in digital tools and account documentation.
• Support research and materials preparation for client meetings using firm-approved systems.
• Assist data entry for new accounts and financial planning as directed.

Skills

Interpersonal skills

Time management

Organizational skills

Strong writing

Client service

Team player

Multitasking

Adaptable

Education

High School Diploma

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and private wealth teams, delivering exceptional client service and maintaining strong relationships. The role involves handling money movements, responding to client inquiries, and assisting with account documentation and digital-tool enrollment.

The ideal candidate will possess strong communication, organizational, and writing skills, with a willingness to pursue licenses such as Series 7 and Series 66.