Client Relationship & Wealth Services Associate

711 MS Smith Barney, LLC; Bismarck (ND); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors and teams. The role involves processing transactions, account inquiries, and clerical tasks to maintain strong client relationships.

Key duties include preparing materials for meetings, educating clients on digital tools, and assisting with data entry and marketing efforts. A high school diploma is required, with college preferred and licensing willingness encouraged.

Qualifications

• Education and/or Experience High School Diploma/Equivalency; College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Detail oriented with strong organizational skills and prioritization
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with collaboration abilities
• Ability to work in a fast-paced, evolving environment
• Adaptable and able to multi-task
• Goal oriented, self-motivated and results driven

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships
• Execute money movements per client or FA/PWA requests
• Answer general non-investment questions about client accounts
• Enter profile information or pre-fill account documentation
• Educate or enroll clients in digital tools
• Prepare materials for client meetings using firm systems
• Assist with data entry for new accounts and financial planning
• Support marketing strategy and website maintenance
• Participate in training, initiatives and special projects
• Stay current on policies and platforms
• Follow directions from local management on duties

Skills

Interpersonal skills

Client service

Time management

Team player

Adaptable

Education

High school diploma or equivalent

College degree preferred

Willingness to obtain securities licenses

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Zoom

eSign / eAuthorization

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors and teams. The role involves processing transactions, account inquiries, and clerical tasks to maintain strong client relationships.

Key duties include preparing materials for meetings, educating clients on digital tools, and assisting with data entry and marketing efforts. A high school diploma is required, with college preferred and licensing willingness encouraged.