Client Success Analyst – Wealth Services

Socket.dev; Rochester (MI); On-site; USD 42,000 - 64,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisor teams. The role emphasizes building trusted relationships, handling client inquiries, and assisting with administrative tasks to facilitate efficient operations.

Responsibilities include processing money movements, educating clients on digital tools, and preparing materials for client meetings while maintaining up-to-date knowledge of policies and platforms.

Qualifications

• High School Diploma or equivalent; 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

• Cultivate and enhance new and existing client relationships; support FAs/PWAs/teams
• Execute money movement transactions as requested
• Answer general non-investment questions about client accounts
• Enter profile information or pre-fill account documentation in clerical capacity
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign)
• Assist with research and materials for client meetings using firm systems
• Data entry for new accounts and financial planning
• Support marketing strategy and website maintenance
• Assist teams in delivering against their business plan and client service model
• Stay current on policies, procedures and new platforms
• Participate in training, education programs and special projects

Skills

Detail oriented

Microsoft Office

Client service

Time management

Team player

Adaptable

Education

High School Diploma/Edu equivalency

College degree preferred

FINRA Series 7

FINRA Series 66

FINRA Series 63

FINRA Series 65

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisor teams. The role emphasizes building trusted relationships, handling client inquiries, and assisting with administrative tasks to facilitate efficient operations.

Responsibilities include processing money movements, educating clients on digital tools, and preparing materials for client meetings while maintaining up-to-date knowledge of policies and platforms.