Client Relationship Support Specialist

Morgan Stanley; Minneapolis (MN); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability and Other Insurance Plans

Paid Time Off

10 Paid Holidays

401(k)

Short/Long Term Disability

Job summary

Morgan Stanley in Minneapolis, MN is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors in daily activities. You will handle client inquiries, process money movements, assist with account documentation, and coordinate administrative tasks while maintaining accuracy and data integrity.

A strong eye for detail and teamwork are essential in this fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience a plus; willingness to obtain relevant licenses.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Assist with money movement requests and account inquiries.
• Enter profile information and pre-fill account documentation as directed.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.
• Support marketing strategy and data for client needs as directed.
• Maintain policies, procedures, and adapt to new platforms.
• Participate in training and firm initiatives as required.

Skills

Detail oriented

Interpersonal skills

Time management

Microsoft Office

Strong communication

Team player

Multi-tasking

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Licensing willingness (Series 7/66/63/65)

Tools

Microsoft Office Suite

Outlook

Excel

PowerPoint

Job description

Morgan Stanley in Minneapolis, MN is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors in daily activities. You will handle client inquiries, process money movements, assist with account documentation, and coordinate administrative tasks while maintaining accuracy and data integrity.

A strong eye for detail and teamwork are essential in this fast-paced environment.