Client Support & Relationship Admin

Socket.dev; Oklahoma; On-site; USD 40,000 - 56,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams. The role emphasizes exceptional client service, accurate data handling, and coordination of calendar and administrative tasks.

Responsibilities include client inquiries, scheduling, and supporting meetings with preparation of materials, while maintaining awareness of firm policies and ongoing training opportunities.

Qualifications

• Education and/or experience as listed in the ad.
• Strong written and verbal communication skills.
• Proven ability to manage multiple tasks and prioritize effectively.
• Willingness to obtain required securities licenses as needed.

Responsibilities

• Provide client service coverage for a FA/PWA/team, including handling inquiries and relaying information.
• Assist with scheduling, calendar management, and travel logistics.
• Prepare client-facing materials and assist with portfolio-related documentation.

Skills

Attention to detail

Office suite proficiency

Written communication

Interpersonal skills

Time management

Team collaboration

Adaptability

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Series 7/66/63/65 licenses willingness

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams. The role emphasizes exceptional client service, accurate data handling, and coordination of calendar and administrative tasks.

Responsibilities include client inquiries, scheduling, and supporting meetings with preparation of materials, while maintaining awareness of firm policies and ongoing training opportunities.