Client Success & Relationship Specialist

711 MS Smith Barney, LLC; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves handling routine account inquiries, processing transactions, and maintaining client data with accuracy.

Ideal candidates have strong communication and organizational skills, proficiency with Microsoft Office, and a willingness to obtain required licenses.

Qualifications

• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and organizational abilities.
• Team-oriented with the ability to collaborate across groups.
• Able to work in a fast-paced, evolving environment and multitask.
• Self-motivated with results-driven mindset.

Responsibilities

• Support Financial Advisors and Private Wealth Advisors and teams with client service tasks.
• Process money movements and respond to client inquiries about accounts and balances.
• Enter client data and assist with documentation using firm systems.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for portfolio holdings and prepare client meeting materials.
• Support marketing efforts and provide clerical support as needed.
• Participate in training and other firm initiatives and adhere to policies.

Skills

Microsoft Office

Interpersonal skills

Writing skills

Time management

Team player

Adaptable / multitask

Goal oriented

Detail oriented

Education

High School Diploma or equivalent

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves handling routine account inquiries, processing transactions, and maintaining client data with accuracy.

Ideal candidates have strong communication and organizational skills, proficiency with Microsoft Office, and a willingness to obtain required licenses.