Client Relationship Specialist - Financial Services Support

Morgan Stanley; United States; On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical, Prescription Drug, Dental, &

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in building client relationships and handling daily client needs. This role emphasizes client-first service, strong interpersonal skills, and efficient clerical support.

The position involves handling money movements, account inquiries, and data entry, with opportunities to educate clients on digital tools and prepare meeting materials using approved systems.

Qualifications

• High school diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7/66 or Series 63/65 licenses.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships and executing money movements as requested.
• Answer general client questions and relay balances or positions.
• Enter client profile data and assist with account documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.

Skills

Detail oriented

MS Office Suite

Writing & communication

Time management

Teamwork

Adaptability

Multitasking

Goals & drive

Education

High School Diploma or equivalent

College degree preferred

Industry experience a plus

Licenses: Series 7/66 or 63/65

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in building client relationships and handling daily client needs. This role emphasizes client-first service, strong interpersonal skills, and efficient clerical support.

The position involves handling money movements, account inquiries, and data entry, with opportunities to educate clients on digital tools and prepare meeting materials using approved systems.