Private Wealth Client Success Specialist

Morgan-Stanley; Grand Forks (ND); On-site; USD 34,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) program

Paid time off

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role involves handling money movements, maintaining client records, and educating clients on digital tools, while assisting teams with research and meeting preparation.

The position requires strong communication, organization, and multi-tasking abilities, with a path toward Series licenses.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingsness to obtain Series 7/66 or 63/65 licenses.
• Strong writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).

Responsibilities

• Provide service coverage for FA/PWA/team.
• Execute money movement transactions as requested.
• Answer non-investment questions and relay account balances.
• Educate or enroll clients in digital tools.
• Assist with research and materials for client meetings.
• Enter profile information and pre-fill account documentation.
• Support marketing and client service initiatives.
• Maintain calendars, travel itineraries and expense reports.

Skills

Interpersonal skills

Client service

Time management

Detail orientation

MS Office

Excel

Outlook

PowerPoint

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role involves handling money movements, maintaining client records, and educating clients on digital tools, while assisting teams with research and meeting preparation.

The position requires strong communication, organization, and multi-tasking abilities, with a path toward Series licenses.