Client Relationship Specialist - Wealth Services

Morgan-Stanley; Pepper Pike (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley in the United States (Ohio) seeks a Registered Client Relationship Analyst to provide dedicated client support to Financial Advisors and Private Wealth Advisors, helping cultivate relationships and process routine requests.

You will handle money movements, account information, and education of clients on digital tools, while maintaining accuracy, privacy, and compliance in a fast-paced team environment.

Qualifications

• HS diploma or equivalent required with college degree preferred.
• Licensure in Series 7/66 or 63/65 is required or pursued.
• Experience in financial services and client support is preferred.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and support client relationships.
• Execute money movement transactions on request of client or FA/PWA/team.
• Answer non-investment questions and relay account balances and positions.
• Enter profile data and prep documents in clerical capacity under direction.
• Educate clients on digital tools like MS Online, eSign, and eAuthorization.
• Onboard and maintain client accounts; collect required documentation.
• Assist with research and materials for client meetings using firm tools.

Skills

Client service

Interpersonal skills

Organizational skills

Time management

Team player

Attention to detail

Communication

Multitasking

Education

High School Diploma or equivalent

College degree preferred

Series 7/66 or 63/65 licenses

Tools

MS Office

Microsoft Excel

Job description

Morgan Stanley in the United States (Ohio) seeks a Registered Client Relationship Analyst to provide dedicated client support to Financial Advisors and Private Wealth Advisors, helping cultivate relationships and process routine requests.

You will handle money movements, account information, and education of clients on digital tools, while maintaining accuracy, privacy, and compliance in a fast-paced team environment.