Client Relationship Support Specialist

Morgan-Stanley; Kalamazoo (MI); On-site; USD 42,000 - 76,000; Full time

Job summary

Morgan Stanley in Kalamazoo, MI seeks a Registered Client Relationship Analyst to support Financial Advisors and teams, handling money movements, client inquiries, and account documentation with precision. You will help onboard clients, explain investment objectives, and assist with portfolio materials, while maintaining accuracy and regulatory compliance.

This role emphasizes client-first service, strong communication, and teamwork in a fast-paced environment across digital tools and firm

Qualifications

• High School Diploma required; college degree preferred.
• 2+ years of industry experience preferred.
• Active Series 7 (GS) and Series 66/63/65 as applicable.

Responsibilities

• Provide service coverage for FAs/PWAs/teams, including money movements and account updates.
• Answer non-investment client questions and relay balances.
• Assist with onboarding, documentation, and digital tool enrollment.
• Support meetings, reporting, and materials preparation for client reviews.
• Maintain accuracy and regulatory compliance in client interactions.

Skills

Client service

Interpersonal skills

MS Office

Communication skills

Time management

Education

High School Diploma / Equivalency

College degree preferred

Tools

CRM systems

Job description

Morgan Stanley in Kalamazoo, MI seeks a Registered Client Relationship Analyst to support Financial Advisors and teams, handling money movements, client inquiries, and account documentation with precision. You will help onboard clients, explain investment objectives, and assist with portfolio materials, while maintaining accuracy and regulatory compliance.

This role emphasizes client-first service, strong communication, and teamwork in a fast-paced environment across digital tools and firm