Client Relationship Specialist — Wealth Management Support

Morgan-Stanley; Town of Islip (NY); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Commission earnings

Incentive compensation

Discretionary bonuses

Long-term incentives

Sponsorship of benefit programs

Job summary

Morgan Stanley in New York seeks a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will handle money movements, answer questions, onboard clients and educate them on digital tools while maintaining account information.

The role requires a high school diploma, securities licenses (Series 7 and 66 or 63/65), and 2+ years of industry experience; a college degree is preferred.

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Responsibilities

• Provide client support for FA/PWA/team including cultivating and enhancing client relationships
• Execute money movement transactions as requested
• Answer general non-investment questions about client accounts
• Enter profile information or pre-fill account documentation in clerical capacity
• Educate clients on digital tools such as MS Online, eSign, eAuthorization
• Onboard and maintain client accounts with required documentation
• Provide clients with account information and investment objectives
• Assist with research and materials for client meetings
• Support marketing efforts and website maintenance
• Perform data entry for new accounts and financial planning tasks

Skills

Interpersonal skills

Client service

Time management

Microsoft Office

Attention to detail

Team player

Adaptability

Communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Online

eSign

eAuthorization

CRM systems

Microsoft Excel

PowerPoint

Zoom

Job description

Morgan Stanley in New York seeks a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will handle money movements, answer questions, onboard clients and educate them on digital tools while maintaining account information.

The role requires a high school diploma, securities licenses (Series 7 and 66 or 63/65), and 2+ years of industry experience; a college degree is preferred.