Wealth Client Relationship Specialist

Morgan-Stanley; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in Atlanta. You will help cultivate client relationships, perform clerical tasks, and onboard new clients with required documentation and digital tools.

Responsibilities include processing inquiries, assisting with account maintenance, and supporting the team with research and client meetings using firm-approved systems. Strong communication and organizational skills are essential.

Qualifications

• Education and experience: High School diploma; college degree preferred.
• Strong client service focus with ability to handle non-investment inquiries.
• Proficiency in MS Office applications and financial services knowledge.

Responsibilities

• Provide client support for Financial Advisors/teams; nurture relationships.
• Execute money movement transactions as requested by clients/FA/PWA/team.
• Answer non-investment questions about accounts; relay balances and positions.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Detail orientation

Communication skills

Education

High School Diploma or equivalent

College degree preferred

Tools

Microsoft Excel

PowerPoint

CRM software

Job description

Morgan Stanley seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in Atlanta. You will help cultivate client relationships, perform clerical tasks, and onboard new clients with required documentation and digital tools.

Responsibilities include processing inquiries, assisting with account maintenance, and supporting the team with research and client meetings using firm-approved systems. Strong communication and organizational skills are essential.