Client Relationship Specialist — Wealth Services Support

Socket.dev; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors, PWAs, and teams. The role focuses on building trusted client relationships and assisting with everyday needs in a fast-paced environment.

The position involves handling profile data, onboarding clients, and educating clients on digital tools while supporting business objectives and marketing outreach. Strong interpersonal skills are essential.

Qualifications

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

Responsibilities

• Assist FA/PWA/team in cultivating and enhancing 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.
• Educate or enroll clients in digital tools (e.g. MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.

Skills

Relationship building

Client service

Interpersonal skills

Microsoft Office proficiency

Time management

Team player

Adaptable/multitask

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7 / Series 66 / Series 63 / Series 65 certifications

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors, PWAs, and teams. The role focuses on building trusted client relationships and assisting with everyday needs in a fast-paced environment.

The position involves handling profile data, onboarding clients, and educating clients on digital tools while supporting business objectives and marketing outreach. Strong interpersonal skills are essential.