Client Relationship Specialist — Wealth Services

Morgan Stanley; Cincinnati (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in Cincinnati is seeking a Registered Client Relationship Analyst to provide frontline client service and support Financial Advisors and Private Wealth Advisors. You will help nurture client relationships, process routine transactions, and assist with account setup and documentation, working closely with FA/PWA teams.

The role emphasizes accuracy, client communication, and proficiency with digital tools, as you contribute to the team’s service model and daily operations in a

Qualifications

• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 and Series 66 or Series 63 and Series 65 licensing
• Two or more years of industry experience preferred

Responsibilities

• Provide service coverage for a FA/PWA/team including supporting client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment related questions concerning client accounts
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools
• Onboard and maintain client accounts, including collecting client information and required documentation
• Provide existing clients with details around their account information
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Supporting the Financial Advisor/ team marketing strategy
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings
• Assist with data entry for key client needs such as new account opening and financial planning
• Remaining current on policies, procedures and new platforms
• Participating in firm initiatives and other duties directed by local management

Skills

Client service

Interpersonal skills

Time management

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Cincinnati is seeking a Registered Client Relationship Analyst to provide frontline client service and support Financial Advisors and Private Wealth Advisors. You will help nurture client relationships, process routine transactions, and assist with account setup and documentation, working closely with FA/PWA teams.

The role emphasizes accuracy, client communication, and proficiency with digital tools, as you contribute to the team’s service model and daily operations in a