Client Relationship Specialist – Wealth Advisory Support

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 66,000 - 78,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisers and client teams in Raleigh, NC. You will handle client inquiries, process transactions, and assist with portfolio materials and meetings using firm-approved systems.

Strong MS Office skills, attention to detail, and the ability to multi-task in a fast-paced environment are essential. Morgan Stanley offers a diverse, inclusive culture and growth opportunities.

Qualifications

• Detail oriented with strong organizational skills.
• Excellent writing and interpersonal skills.
• Proficient in MS Office and capable of managing multiple tasks.

Responsibilities

• Support Financial Advisers/ PWAs/ teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general client questions and relay account information.
• Enter profile data and prep account documentation in clerical capacity.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using approved systems.
• Assist with data entry for new accounts and planning needs.
• Support marketing initiatives and client service delivery.
• Stay current on policies and new platforms.
• Participate in training and other duties as assigned.

Skills

Detail oriented

Excellent writing

Interpersonal skills

Time management

Team player

Able to multi-task

Client service

Education

High School Diploma

College degree preferred

Series 7/66/63/65 readiness

Industry experience a plus

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisers and client teams in Raleigh, NC. You will handle client inquiries, process transactions, and assist with portfolio materials and meetings using firm-approved systems.

Strong MS Office skills, attention to detail, and the ability to multi-task in a fast-paced environment are essential. Morgan Stanley offers a diverse, inclusive culture and growth opportunities.