Client Relationship & Support Associate

Morgan-Stanley; Duncan (OK); On-site; USD 42,000 - 66,000; Full time

Job summary

Morgan Stanley in Duncan, Oklahoma is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily activities. The role centers on building trusted client relationships through proactive outreach and accurate clerical support.

Responsibilities include processing money movements, answering client questions, and helping with account documentation, digital-tool enrollment, and client meeting preparation using firm

Qualifications

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

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions at client/FA direction.
• Answer general non-investment questions and relay account information.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings and reporting.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and training initiatives.
• Maintain knowledge of policies, procedures, and platforms.

Skills

Detail oriented

Organizational skills

Time management

Interpersonal skills

Client service

Team player

Adaptable

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Duncan, Oklahoma is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors in daily activities. The role centers on building trusted client relationships through proactive outreach and accurate clerical support.

Responsibilities include processing money movements, answering client questions, and helping with account documentation, digital-tool enrollment, and client meeting preparation using firm