Client Relationship Specialist (Financial Services)

PowerToFly; Grosse Pointe Woods (MI); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking a detail-oriented Client Relationship Analyst to support Financial Advisors and client accounts. You will manage onboarding, education on digital tools, and routine account tasks while maintaining high service standards.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment. Licensing requirements apply, with a focus on client-first service and accurate data handling.

Qualifikationen

• High School Diploma or GED required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two or more years of industry experience preferred.

Aufgaben

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movement transactions as requested by clients and advisers.
• Answer general client questions about accounts and balances.
• Enter profile information and pre-fill documents in a clerical capacity.
• Educate clients on digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with research and materials for client meetings using approved systems.
• Support marketing and client servicing initiatives.

Kenntnisse

Client service

Interpersonal skills

Time management

Team player

Adaptable

Multitask

Goal oriented

Strong writing

Ausbildung

High School Diploma or GED

College degree preferred

Licenses: Series 7, Series 66 / Series 63 and Series 65

Tools

Microsoft Office

Jobbeschreibung

Morgan Stanley is seeking a detail-oriented Client Relationship Analyst to support Financial Advisors and client accounts. You will manage onboarding, education on digital tools, and routine account tasks while maintaining high service standards.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment. Licensing requirements apply, with a focus on client-first service and accurate data handling.