Wealth Client Relations Specialist

711 MS Smith Barney, LLC; Tulsa (OK); On-site; USD 42,000 - 65,000; Full time

Job summary

Morgan Stanley in Tulsa, OK is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and client teams. You will support daily client needs, handle non-investment questions, and assist with account documentation and digital tools deployment.

The role emphasizes strong interpersonal skills, detail orientation, and proficiency in Microsoft Office. Degree preferred; willingness to pursue securities licenses (Series 7/66 or 63/65) is noted.

Qualifications

• Basic to intermediate client service experience or coursework.
• Ability to handle non-investment client inquiries professionally.
• Willingness to pursue Series licenses as required.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and maintain client relations.
• Answer non-investment questions and relay account balances and positions.
• Process money movements and assist with account documentation.
• Support marketing efforts and meeting preparation with firm systems.
• Maintain calendar, travel and expense documentation as needed.

Skills

Interpersonal skills

Client service

Communication

Microsoft Office

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Morgan Stanley in Tulsa, OK is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors and client teams. You will support daily client needs, handle non-investment questions, and assist with account documentation and digital tools deployment.

The role emphasizes strong interpersonal skills, detail orientation, and proficiency in Microsoft Office. Degree preferred; willingness to pursue securities licenses (Series 7/66 or 63/65) is noted.