Wealth Client Relationship Specialist

Morgan-Stanley; Morristown (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Morgan Stanley in Morristown, NJ seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle routine account tasks, educate clients on digital tools, and help maintain client relationships while ensuring accuracy and proper documentation.

The role emphasizes strong communication, organizational skills, and the ability to work in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two+ years of industry experience preferred.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide client support for FA/PWA/team, including cultivating relationships.
• Execute money movements and respond to client inquiries.
• Enter profile information and prep account documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required docs.
• Assist with research and materials for client meetings.

Skills

Interpersonal skills

Client service

Time management

Communication

Financial services knowledge

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

CRM systems

MS Excel

Job description

Morgan Stanley in Morristown, NJ seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle routine account tasks, educate clients on digital tools, and help maintain client relationships while ensuring accuracy and proper documentation.

The role emphasizes strong communication, organizational skills, and the ability to work in a fast-paced environment.