Wealth Client Relations Specialist

PowerToFly; New York (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in New York seeks Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors, PWAs, and teams on a daily basis.

You will manage client accounts, execute transactions, educate clients on digital tools, gather documentation, and assist FAs/PWAs/teams in meeting business goals with strong interpersonal and organizational skills.

Qualifications

• High School Diploma or equivalent required, college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Industry experience preferred; financial services knowledge advantageous.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Process money movement transactions on client instruction or by FA/PWA/team request.
• Answer general questions about accounts and relay portfolio information.
• Enter client data and documents in a clerical capacity; onboard new accounts.

Skills

Interpersonal skills

Client service

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

Word

Excel

Outlook

PowerPoint

Job description

Morgan Stanley in New York seeks Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors, PWAs, and teams on a daily basis.

You will manage client accounts, execute transactions, educate clients on digital tools, gather documentation, and assist FAs/PWAs/teams in meeting business goals with strong interpersonal and organizational skills.