Client Support & Relationships Analyst

Morgan Stanley; Duncan (OK); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors daily. You will build trusted relationships through regular client interactions and assist with everyday needs.

Key duties include coordinating client communications, processing routine transactions, preparing materials for client meetings, and assisting with digital tools adoption. Strong interpersonal and organizational skills are essential.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Experience in client services or financial advisory support is a plus.
• Willingness to obtain FINRA licenses (Series 7/66 or 63/65) as directed.
• Strong written and oral communication, and ability to learn firm systems.

Responsibilities

• Support FA/PWA/team by cultivating and expanding client relationships.
• Execute money movements at client or FA/PWA request.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and pre-fill account documents.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Assist teams with research and preparing materials for client meetings.

Skills

Detail oriented

Organizational skills

MS Office

Written communication

Interpersonal skills

Time management

Team player

Adaptive

Multi-tasking

Client service

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7 (GS) and Series 66/63/65

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Zoom

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors daily. You will build trusted relationships through regular client interactions and assist with everyday needs.

Key duties include coordinating client communications, processing routine transactions, preparing materials for client meetings, and assisting with digital tools adoption. Strong interpersonal and organizational skills are essential.