Client Relationship & Wealth Operations Analyst

Morgan Stanley; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Morgan Stanley in Dallas is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with daily client service and administrative tasks. You will build trusted relationships through regular client interactions and handle routine inquiries and account support.

You will assist with money movement, data entry, and prep of client materials while maintaining accuracy and confidentiality in a fast-paced environment.

Qualifications

• High school diploma/equivalency required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients/ADvisors.
• Answer general non-investment questions and relay account information (balances, positions).
• Enter profile information or pre-fill account docs under direction of Advisors.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with portfolio research, performance reporting, and client meeting prep.

Skills

Detail oriented

Interpersonal skills

Time management

Team player

Communication skills

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing expected

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Job description

Morgan Stanley in Dallas is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with daily client service and administrative tasks. You will build trusted relationships through regular client interactions and handle routine inquiries and account support.

You will assist with money movement, data entry, and prep of client materials while maintaining accuracy and confidentiality in a fast-paced environment.