Client Relationship Specialist — Financial Services Support

PowerToFly; Kalamazoo (MI); On-site; USD 52,000 - 78,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth teams. You will build trusted relationships through daily interactions and a client-first mindset.

Responsibilities include client support duties, account onboarding, money movements, education on digital tools, and coordinating meetings while maintaining accurate records. Strong communication and organization are essential.

Qualifications

• High school diploma or equivalency required.
• College degree preferred.
• Active FINRA licenses: Series 7/66 or 63/65 as listed.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA/PWA/team requests.
• Answer general non-investment questions about client accounts.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with research related to portfolios and prepare client meeting materials.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Communication skills

Team player

Multitasking

Strong writing

Industry knowledge

Education

High School Diploma/Equivalency

College degree preferred

Active FINRA licenses (Series 7/66 or 63/65)

Two+ years of industry experience preferred

Tools

Microsoft Office Suite

Job description

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth teams. You will build trusted relationships through daily interactions and a client-first mindset.

Responsibilities include client support duties, account onboarding, money movements, education on digital tools, and coordinating meetings while maintaining accurate records. Strong communication and organization are essential.