Client Relationship Specialist – Wealth Services

Morgan Stanley; Winchester (VA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to support Financial Advisors and teams by building trusted client relationships and handling daily service tasks with a client-first mindset.

The role covers account maintenance, money movements, client inquiries, onboarding, and coordination of digital tools, emphasizing strong interpersonal, MS Office skills and policy adherence.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63/65 as applicable.
• Two+ years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about accounts, balances and positions.
• Enter profile information and pre-fill account documentation.
• Educate or enrol clients in digital tools.
• Onboard and maintain client accounts with required documentation.
• Provide clients with account details and investment objectives.
• Assist with research and materials for client meetings.
• Support marketing and business planning efforts.

Skills

Interpersonal skills

Time management

Client service

Communication

Detail oriented

Team player

Fast-paced environment

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to support Financial Advisors and teams by building trusted client relationships and handling daily service tasks with a client-first mindset.

The role covers account maintenance, money movements, client inquiries, onboarding, and coordination of digital tools, emphasizing strong interpersonal, MS Office skills and policy adherence.