Wealth Client Relations Specialist

Morgan Stanley; Boston (MA); On-site; USD 21,000 - 59,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Boston to support Financial Advisors, PWAs, and teams by handling client needs and administrative tasks. The role emphasizes client service, accuracy, and efficiency in daily activities.

Ideal candidates will have strong interpersonal and organizational skills, experience with Microsoft Office, and a willingness to pursue securities licenses as part of career development.

Qualifications

• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65).

Responsibilities

• Support a FA/PWA/team in cultivating client relationships.
• Execute money movement transactions at client request.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.

Skills

Interpersonal skills

Writing

Organizational skills

Team player

Multi-tasking

Adaptable

Goal oriented

Education

College degree preferred

Industry experience is a plus

Willingness to obtain securities licenses (Series 7/66/63/65)

Tools

MS Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Boston to support Financial Advisors, PWAs, and teams by handling client needs and administrative tasks. The role emphasizes client service, accuracy, and efficiency in daily activities.

Ideal candidates will have strong interpersonal and organizational skills, experience with Microsoft Office, and a willingness to pursue securities licenses as part of career development.