Client Relationship Specialist – Financial Services

Morgan Stanley; Shrewsbury (MA); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client service teams in Massachusetts. The role focuses on cultivating client relationships, processing money movements, answering non-investment questions, and onboarding clients using firm systems.

The ideal candidate will have strong interpersonal and writing skills, familiarity with financial products, and the ability to multitask in a fast-paced environment.

Qualifications

• Client-focused service mindset with strong interpersonal skills.
• Experience handling client inquiries and basic investments knowledge a plus.
• Proficient in MS Office and able to learn firm systems quickly.

Responsibilities

• Support Financial Advisors/ PWAs and teams in cultivating client relationships.
• Process money movement transactions per client requests.
• Answer general non-investment questions about accounts and balances.
• Onboard and maintain client accounts; gather required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Prepare client meeting materials and research investment portfolios.

Skills

Client service

Interpersonal skills

Time management

Detail oriented

Communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or 63/65 licenses

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client service teams in Massachusetts. The role focuses on cultivating client relationships, processing money movements, answering non-investment questions, and onboarding clients using firm systems.

The ideal candidate will have strong interpersonal and writing skills, familiarity with financial products, and the ability to multitask in a fast-paced environment.