Wealth Client Relations Specialist

PowerToFly; Rochester Hills (MI); On-site; USD 48,000 - 72,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams by cultivating client relationships and handling day-to-day requests with accuracy.

The role requires exceptional interpersonal skills, strong attention to detail, and advanced MS Office proficiency. You will assist with calendar coordination, expense reporting, and preparing materials for client meetings.

Qualifications

• High School diploma or equivalent.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Industry experience is a plus.

Responsibilities

• Supporting Financial Advisors/Private Wealth Advisors/teams in cultivating and enhancing client relationships.
• Executing money movement transactions at the request of the client / FA/PWA.
• Answering general non-investment questions concerning client accounts and balances.
• Enter profile information or pre-fill account documentation in a clerical capacity.
• Educating or enrolling clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research related to portfolio holdings and prepare materials for client meetings.
• Assist with data entry for new accounts and financial planning.
• Support the teams’ marketing strategy and website maintenance.
• All policies, procedures and new platforms current; participate in firm initiatives.

Skills

Detail oriented

MS Office

Interpersonal skills

Time management

Team player

Adaptable

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth teams by cultivating client relationships and handling day-to-day requests with accuracy.

The role requires exceptional interpersonal skills, strong attention to detail, and advanced MS Office proficiency. You will assist with calendar coordination, expense reporting, and preparing materials for client meetings.