Wealth Client Relationship Analyst

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 31,000 - 90,000; Full time

Job summary

Morgan Stanley in the United States is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors and Private Wealth teams daily. You will build trusted relationships through regular interactions with clients and a client-first mindset.

The role includes handling money movements, answering account questions, onboarding clients, and assisting with digital tools and marketing efforts.

Qualifications

• Knowledge of financial services products including equities, bonds, mutual funds, and accounts.
• Detail oriented with strong organizational and prioritization skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs/teams.
• Answer general non-investment questions concerning client accounts and balances.
• Educate or enroll clients in digital tools (e.g., MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required information.
• Assist in delivering against business plans and client service models.

Skills

Interpersonal skills

Client service

Time management

Team player

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking Registered Client Relationship Analysts to provide exceptional service to clients and support Financial Advisors and Private Wealth teams daily. You will build trusted relationships through regular interactions with clients and a client-first mindset.

The role includes handling money movements, answering account questions, onboarding clients, and assisting with digital tools and marketing efforts.