Client Relationship Specialist – Wealth Support

Socket.dev; Boston (MA); On-site; USD 67,000 - 78,000; Full time

Job summary

Morgan Stanley in Boston is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors, Private Wealth Advisors and teams daily. You will cultivate trusted relationships through a client‑first mindset and strong interpersonal skills to assist clients with their everyday needs.

Duties include client support, calendar management, data entry for new accounts and preparing materials for client meetings using firm tools; strong Office and communication

Qualifications

• High School diploma or equivalent; college degree preferred.
• Industry experience is a plus; willingness to obtain securities licenses.
• Strong organizational, writing and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relations.
• Perform administrative tasks: scheduling, travel itineraries, expense reports.
• Enter profiles and assist with account documentation and digital tools enrollment.
• Prepare materials for client meetings and assist with portfolio research via firm systems.
• Maintain knowledge of policies, procedures and new platforms.

Skills

Detail oriented

Interpersonal skills

Time management

Team player

Communication

Problem solving

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley in Boston is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors, Private Wealth Advisors and teams daily. You will cultivate trusted relationships through a client‑first mindset and strong interpersonal skills to assist clients with their everyday needs.

Duties include client support, calendar management, data entry for new accounts and preparing materials for client meetings using firm tools; strong Office and communication