Wealth Client Relationship Specialist

711 MS Smith Barney, LLC; Chesterfield (MO); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

401(k)

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service, support Financial Advisors and teams, and manage routine account tasks. The role emphasizes building trusted relationships through strong communication and organizational skills.

The position requires securities licensing and industry experience, with opportunities to participate in incentive plans and comprehensive benefits. Candidates must be legally authorized to work in the United States.

Qualifications

• High School Diploma/Equivalency; college degree preferred
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63/65 with 2+ years industry experience preferred
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts
• Detail oriented with strong organizational and prioritization skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Exceptional writing, interpersonal and client-service skills
• Strong time-management and teamwork abilities

Responsibilities

• Provide client support and service coverage for FAs/PWAs/teams
• Execute money movements and answer general non-investment questions
• Enter profile information and pre-fill account documentation
• Educate clients on digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, collecting documentation
• Handle solicited/unsolicited orders in clerical capacity
• Assist with research for client meetings and portfolio materials
• Support marketing efforts and training initiatives
• Manage calendars, travel itineraries and expense reports
• Provide in-office support such as copying, filing and scanning documents

Skills

Client relations

Interpersonal skills

Time management

Written communication

Microsoft Office

Education

High school diploma or GED

Active Series 7 and Series 66 (or Series 63 and 65) licensing

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service, support Financial Advisors and teams, and manage routine account tasks. The role emphasizes building trusted relationships through strong communication and organizational skills.

The position requires securities licensing and industry experience, with opportunities to participate in incentive plans and comprehensive benefits. Candidates must be legally authorized to work in the United States.