Client Relationship Specialist for Wealth Services

Morgan-Stanley; Minneapolis (MN); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Wealth teams. You will manage routine account tasks, relay important information, and help clients navigate digital tools.

This role emphasizes accuracy, responsiveness, and collaborative teamwork. The successful candidate will have strong communication skills, proficiency in MS Office, and relevant licensing.

Qualifications

• Excellent client service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency with MS Office and related tools.
• Licensing requirements: Series 7/66 or Series 63/65 where applicable.

Responsibilities

• Provide client support to FA/PWA/team and enhance relationships.
• Process money movement transactions as requested by clients and team.
• Answer non-investment questions about accounts and provide balances.
• Onboard and maintain client accounts with required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings.

Skills

Client service

Communication

MS Office

Attention to detail

Education

Series 7/66/63/65 relevant licenses

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Wealth teams. You will manage routine account tasks, relay important information, and help clients navigate digital tools.

This role emphasizes accuracy, responsiveness, and collaborative teamwork. The successful candidate will have strong communication skills, proficiency in MS Office, and relevant licensing.