Wealth Client Relations Specialist

PowerToFly; Shrewsbury (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley in New Jersey is seeking a Registered Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors. You will support daily client needs, process transactions, and maintain account information with a client-first mindset.

Responsibilities include onboarding clients, educating them on digital tools, handling inquiries, and assisting teams with research and materials for client meetings.

Qualifications

• High School Diploma or Equivalent; College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and maintenance.
• Execute money movement transactions as requested by clients or teams.
• Answer general non-investment questions about accounts and balances.
• Enter profile information and pre-fill documents in clerical capacity as directed.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign).
• Onboard and maintain client accounts, collecting required information.

Skills

Interpersonal skills

Writing skills

Client service

Time management

Team player

Multitasking

Education

Active Series 7 and Series 66 or Series 63 and Series 65

High School Diploma/Equivalency

Tools

MS Office

Job description

Morgan Stanley in New Jersey is seeking a Registered Client Relationship Analyst to provide exceptional service to Financial Advisors and Private Wealth Advisors. You will support daily client needs, process transactions, and maintain account information with a client-first mindset.

Responsibilities include onboarding clients, educating them on digital tools, handling inquiries, and assisting teams with research and materials for client meetings.