Client Relationship Specialist – Financial Services

Morgan Stanley; West Des Moines (IA); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and teams, delivering exceptional service to clients and handling clerical account duties. The role focuses on onboarding, information accuracy, and education on digital tools within a fast-paced wealth management environment.

The position requires licenses (Series 7/66 or 63/65) and preferred prior industry experience, with a strong emphasis on client service, documentation, and cross-team

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and 65 licenses required/preferred.
• Two or more years of industry experience preferred; financial services knowledge beneficial.

Responsibilities

• Provide service coverage for FAs/PWAs/teams, including client onboarding and account updates.
• Execute money movements and relay account information to clients and advisors.
• Assist with research, performance reporting, and client meeting materials using firm systems.

Skills

Client relations

Communication

Time management

Team collaboration

Adaptability

Microsoft Office

Financial products

Education

High School Diploma

College degree preferred

Series 7/66/63/65

2+ years industry experience

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and teams, delivering exceptional service to clients and handling clerical account duties. The role focuses on onboarding, information accuracy, and education on digital tools within a fast-paced wealth management environment.

The position requires licenses (Series 7/66 or 63/65) and preferred prior industry experience, with a strong emphasis on client service, documentation, and cross-team