Client Services & Relationship Specialist

Morgan Stanley; Wilkes-Barre (Luzerne County); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. The role involves handling client inquiries, facilitating transactions, and assisting with documentation and digital-tools enrollment in a fast-paced environment.

You will coordinate with FAs/PWAs, manage calendars and meetings, and help prepare client materials while maintaining accuracy and confidentiality.

Qualifications

• Ability to provide exceptional client service and maintain professional relationships.
• Experience supporting Financial Advisors or client service teams is a plus.
• Willingness to obtain required securities licenses (Series 7/66 or 63/65).

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FA/PWA.
• Answer non-investment questions, relay positions and account balances.
• Assist with profile entry and document prep for client accounts.
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.
• Data entry for key client needs and expense reporting.
• Support marketing activities and the team’s business plan.
• Stay current on policies, procedures and new platforms.
• Participate in training, projects and other duties by local management.

Skills

Interpersonal skills

Time management

Written communication

Client service

Team player

Adaptability

Detail orientation

Education

High School Diploma/Equivalency

College degree preferred

Industry experience

Licensing readiness (Series 7/66 or 63/65)

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. The role involves handling client inquiries, facilitating transactions, and assisting with documentation and digital-tools enrollment in a fast-paced environment.

You will coordinate with FAs/PWAs, manage calendars and meetings, and help prepare client materials while maintaining accuracy and confidentiality.