Wealth Client Relations Analyst

Morgan Stanley; Florida; On-site; USD 50,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide first-class service to clients and support Financial Advisors daily. The role involves fiduciary client handling, account maintenance, and trust-building through accurate information sharing and proactive service.

You will assist with account setup, digital tools enrollment, and data entry, while staying current on policies and platforms to support the team.

Qualifications

• Active Series 7 and Series 66 licenses or Series 63 and Series 65 licenses.
• Two+ years of industry experience preferred.
• Knowledge of equities, bonds, funds, and other financial products.
• Detail oriented with strong organization and multitasking skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)

Responsibilities

• Provide client support for FA/PWA/team and assist in cultivating relationships.
• Execute money movements as requested by clients or the team.
• Answer general non-investment questions and relay account information.
• Enter profile data and pre-fill documents in clerical capacity under guidance.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details about their account objectives and risk tolerance.
• Assist with placing unsolicited/solicited orders under guidance.
• Support FA/ PWA/team in achieving business plans and client service models.
• Assist with data entry for new accounts and financial planning needs.
• Stay current on policies, procedures, and platforms.
• Participate in training, projects, and local initiatives.

Skills

Client service

Relationship management

Interpersonal skills

Microsoft Office

Time management

Communications

Licenses: Series 7/66/63/65

Education

High School Diploma

College degree preferred

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide first-class service to clients and support Financial Advisors daily. The role involves fiduciary client handling, account maintenance, and trust-building through accurate information sharing and proactive service.

You will assist with account setup, digital tools enrollment, and data entry, while staying current on policies and platforms to support the team.