Wealth Client Relations Analyst

Morgan-Stanley; Chesterfield (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service and support to Financial Advisors and Private Wealth Advisors. The role involves client communications, money movements, and helping with meetings and digital tools.

The candidate should have strong interpersonal and organizational skills, experience with Microsoft Office, and a client-first mindset to contribute to team goals in a fast-paced environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7/66 or Series 63/65 and 65 according to role.
• Detail oriented with superior organizational and writing skills.

Responsibilities

• Provide service coverage for FA/PWA/team, supporting client relationships.
• Execute money movements and relay account information to clients and FAs/PWAs.
• Enter profile data and pre-fill client documentation in clerical capacity.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization) and assist with meetings prep.

Skills

Interpersonal communication

Customer service

Microsoft Office

Organization

Time management

Team collaboration

Multi-tasking

Attention to detail

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service and support to Financial Advisors and Private Wealth Advisors. The role involves client communications, money movements, and helping with meetings and digital tools.

The candidate should have strong interpersonal and organizational skills, experience with Microsoft Office, and a client-first mindset to contribute to team goals in a fast-paced environment.