Client Success & Relations Specialist

Morgan Stanley; Columbus (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

Morgan Stanley in Columbus is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. You will handle client inquiries, process transactions, and assist with account documentation while maintaining a client-first mindset.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment. Proficiency with MS Office and digital tools, plus willingness to obtain securities licenses,

Qualifications

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

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs.
• Answer non‑investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents as directed.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using approved systems.
• Data entry for new accounts and financial planning as directed.
• Support marketing efforts and business plan execution.
• Stay updated on policies, procedures and new platforms.

Skills

Detail oriented

MS Office

Communication

Time management

Team player

Adaptable

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65 licenses

Tools

MS Office

Job description

Morgan Stanley in Columbus is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. You will handle client inquiries, process transactions, and assist with account documentation while maintaining a client-first mindset.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment. Proficiency with MS Office and digital tools, plus willingness to obtain securities licenses,