Client Relationship Support Specialist

Morgan Stanley; Paramus (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst in Paramus, NJ. You will support Financial Advisors and teams, interact with clients daily, and help with onboarding, documentation, and digital tools adoption.

The role emphasizes client-first service, strong communication, and the ability to manage multiple tasks in a fast-paced environment. Benefits include comprehensive offerings and incentive opportunities.

Qualifications

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

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA/PWA requests.
• Answer non-investment questions about accounts and provide balances/objectives.

Skills

Client service

Interpersonal skills

Time management

Detail oriented

Team player

Adaptive / multi-task

Written communication

Microsoft Office

Communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 or Series 63 and Series 65 (RA)

Tools

MS Office

CRM systems

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst in Paramus, NJ. You will support Financial Advisors and teams, interact with clients daily, and help with onboarding, documentation, and digital tools adoption.

The role emphasizes client-first service, strong communication, and the ability to manage multiple tasks in a fast-paced environment. Benefits include comprehensive offerings and incentive opportunities.