Client Relationship Specialist – Wealth Services

711 MS Smith Barney, LLC; Omaha (NE); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst in Omaha to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will assist with account onboarding, data entry, and client communications, while maintaining knowledge of accounts and investment objectives.

The role emphasizes accuracy, multitasking, and strong interpersonal skills within a fast-paced environment.

Qualifications

• Education and/or Experience: High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide client support for FA/PWA/team, cultivate and enhance client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions about accounts and balances.
• Enter profile information or pre-fill account documents as directed.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information.
• Provide clients with account details (investment objectives, risk tolerance).
• Accept or enter orders as directed.
• Support advisors in delivering business plans and client service models.
• Assist with marketing efforts and website maintenance.
• Assist with research for portfolios and reports for client meetings.

Skills

Financial products

Interpersonal skills

Microsoft Office

Client service

Time management

Education

High School Diploma

Series 7

Series 66

Series 63

Series 65

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst in Omaha to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will assist with account onboarding, data entry, and client communications, while maintaining knowledge of accounts and investment objectives.

The role emphasizes accuracy, multitasking, and strong interpersonal skills within a fast-paced environment.