Client Relationship Specialist – Wealth Management Support

Socket.dev; Minneapolis (MN); On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

401(k) plan

Paid time off

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in the United States to provide exceptional client service and daily support to Financial Advisors, PWAs, and teams. You will help cultivate relationships, handle account questions, and support meetings with firm-approved tools and processes.

The role emphasizes detail orientation, strong communication, and the ability to work in a fast-paced environment while adhering to policies and procedures.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 and 66 or Series 63 and 65.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.

Skills

Detail oriented

Interpersonal skills

Time management

Client service

Team player

Multi-tasking

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Series 7/66/63/65 willingness

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst in the United States to provide exceptional client service and daily support to Financial Advisors, PWAs, and teams. You will help cultivate relationships, handle account questions, and support meetings with firm-approved tools and processes.

The role emphasizes detail orientation, strong communication, and the ability to work in a fast-paced environment while adhering to policies and procedures.