Client Success & Operations Coordinator

Morgan Stanley; Rochester (MI); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams daily. The role emphasizes building trusted relationships, strong interpersonal skills, and a client-first mindset to assist with everyday client needs.

Key duties include supporting client relationships, handling money movements, answering account questions, and preparing materials for client meetings using firm tools.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Industry experience a plus.
• Willingness to obtain Series 7/66 (AG/RA) or Series 63/65 (AG)

Responsibilities

• Support FAs/PWAs/teams by cultivating and enhancing client relationships.
• Execute money movement transactions on request of client or FA/PWA.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist teams with research and materials for client meetings using approved systems.
• Assist with data entry for new accounts and financial planning.
• Support marketing activities, including website maintenance.
• Help teams deliver against their business plan and client service model.

Skills

Detail oriented

MS Office

Writing and client service

Time management

Team player

Fast-paced environment

Multi-task

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

MS Office Suite

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams daily. The role emphasizes building trusted relationships, strong interpersonal skills, and a client-first mindset to assist with everyday client needs.

Key duties include supporting client relationships, handling money movements, answering account questions, and preparing materials for client meetings using firm tools.