Client Success & Relationship Specialist

711 MS Smith Barney, LLC; Worcester (MA); On-site; USD 21,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors and teams daily. You will maintain trusted relationships, answer questions, process transactions, and assist with documentation using firm-approved systems.

The role emphasizes strong communication, attention to detail, and the ability to multitask in a fast-paced environment while supporting a diverse client base across our Massachusetts offices.

Qualifications

• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and writing abilities.
• Exceptional interpersonal and client service skills; ability to manage multiple client needs.

Responsibilities

• Provide service coverage for FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client/FA/PWA.
• Answer non-investment related questions and relay account balances and stock positions.
• Enter client profile information or pre-fill account documentation in clerical capacity.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Adaptable/multi-task

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors and teams daily. You will maintain trusted relationships, answer questions, process transactions, and assist with documentation using firm-approved systems.

The role emphasizes strong communication, attention to detail, and the ability to multitask in a fast-paced environment while supporting a diverse client base across our Massachusetts offices.