Wealth Client Relationship Specialist

Morgan Stanley; Omaha (NE); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Omaha is seeking a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will help manage daily client inquiries, process money movements, and enroll clients in digital tools while maintaining accurate profile data.

The role emphasizes strong interpersonal skills, attention to detail, and teamwork, with opportunities to grow in a fast-paced financial services environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licensing.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and assist with client relationships.
• Enter profile information and pre-fill account documentation as directed.
• Educate clients on digital tools and onboard new accounts.
• Support the FA/PWA/team with research and materials for client meetings.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 or Series 63/65 licensing

Two or more years of industry experience

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Omaha is seeking a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will help manage daily client inquiries, process money movements, and enroll clients in digital tools while maintaining accurate profile data.

The role emphasizes strong interpersonal skills, attention to detail, and teamwork, with opportunities to grow in a fast-paced financial services environment.