Client Relationship Specialist (Financial Services)

Morgan-Stanley; Paramus (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Paid Time Off

Holidays

Parental Leave

Job summary

Morgan Stanley in Paramus, NJ is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will assist with relationship-building, money movements, account inquiries, and onboarding while maintaining accurate client records.

The role emphasizes a client-first mindset, strong interpersonal skills, and proficiency with Microsoft Office. Licenses (Series 7/66 or 63/65) and a college degree are preferred; 2+ years in financial

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide service coverage for Financial Advisor(s)/PWA(s)/team; cultivate and enhance client relationships.
• Process money movements and respond to client inquiries; relay balances and positions.
• Assist with onboarding and maintaining client accounts; collect documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.

Skills

Interpersonal skills

Client service

Microsoft Office

Time management

Team player

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Series 7 / 66 / 63 / 65 licenses

Tools

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley in Paramus, NJ is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will assist with relationship-building, money movements, account inquiries, and onboarding while maintaining accurate client records.

The role emphasizes a client-first mindset, strong interpersonal skills, and proficiency with Microsoft Office. Licenses (Series 7/66 or 63/65) and a college degree are preferred; 2+ years in financial