Wealth Client Relationship Specialist

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

Job summary

Morgan Stanley in Morristown, NJ is seeking a Registered Client Relationship Analyst to provide exceptional client service to Financial Advisors and teams. You will help with account setup, day-to-day inquiries, and onboarding of clients while supporting the client service model.

The role emphasizes accuracy, strong communication, and proficiency with MS Office. A professional, client-first mindset and ability to multitask in a fast-paced environment are essential.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active securities licenses: Series 7 and Series 66 or Series 63 and Series 65.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team and maintain client relationships.
• Execute money movement transactions at client request.
• Answer general non-investment questions about accounts and balances.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts in a clerical capacity.
• Prepare materials for client meetings using firm systems.
• Support marketing and initiatives for FAs/PWAs/teams.

Skills

Client service

Financial products knowledge

MS Office

Writing skills

Interpersonal skills

Time management

Teamwork

Adaptability

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Two or more years of industry experience preferred

Job description

Morgan Stanley in Morristown, NJ is seeking a Registered Client Relationship Analyst to provide exceptional client service to Financial Advisors and teams. You will help with account setup, day-to-day inquiries, and onboarding of clients while supporting the client service model.

The role emphasizes accuracy, strong communication, and proficiency with MS Office. A professional, client-first mindset and ability to multitask in a fast-paced environment are essential.