Wealth Client Relations Specialist

Morgan Stanley; Boston (MA); On-site; USD 36,000 - 59,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in Boston to provide frontline client service and support for Financial Advisors/Private Wealth Advisors. You will handle client inquiries, assist with account documentation, and educate clients on digital tools while supporting team business goals.

Expect to handle administrative tasks, participate in training programs, and stay up-to-date with firm policies.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred; industry experience a plus.
• Willingness to obtain Series 7/66 or Series 63/65.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong attention to detail with excellent organizational skills.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Execute money movement transactions per client request.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill account documents.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.
• Assist with data entry for new accounts and financial planning.
• Support FAs/PWAs/teams' marketing strategy and business plans.
• Stay current on policies, procedures and new platforms.
• Participate in training programs and special projects directed by local management.

Skills

Attention to detail

Microsoft Office

Client service

Time management

Team player

Adaptability

Multitasking

Communication

Education

High School Diploma

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66 or 63/65

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst in Boston to provide frontline client service and support for Financial Advisors/Private Wealth Advisors. You will handle client inquiries, assist with account documentation, and educate clients on digital tools while supporting team business goals.

Expect to handle administrative tasks, participate in training programs, and stay up-to-date with firm policies.