Client Relationship Specialist - Wealth Services Support

711 MS Smith Barney, LLC; City of Glens Falls (NY); On-site; USD 22,000 - 59,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily. You will help cultivate relationships, execute transactions, and educate clients on digital tools while staying aligned with firm policies.

Responsibilities include administrative support, calendar management, and preparing materials for client meetings.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Industry experience is a plus.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Process money movement transactions as requested by clients or advisors.
• Answer general client questions about accounts and balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using approved systems.
• Assist with data entry for new accounts and financial planning as directed.
• Support marketing efforts such as website maintenance.
• Participate in trainings and other duties as directed by management.

Skills

Detail oriented

Organizational skills

Prioritization

MS Office

Writing skills

Interpersonal skills

Client service

Time management

Team player

Multi-tasking

Education

High school diploma

College degree preferred

Industry experience a plus

Tools

Excel

Word

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors daily. You will help cultivate relationships, execute transactions, and educate clients on digital tools while staying aligned with firm policies.

Responsibilities include administrative support, calendar management, and preparing materials for client meetings.