Wealth Client Relationship Specialist

711 MS Smith Barney, LLC; Paramus (NJ); On-site; USD 33,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Paid time off (PTO)

401(k) plan

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling account-related inquiries, and assisting with onboarding and maintenance of client accounts.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office.

Qualifications

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

Responsibilities

• Provide client support for FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movements as requested by clients or FA/PWA/team.
• Answer general non-investment questions and relay account information.
• Enter profile information and pre-fill account documentation.
• Educate clients on digital tools and enrollment in services.
• Onboard and maintain client accounts with required documentation.
• Provide investment and account details to clients (objectives, risk tolerance).
• Assist with research and materials for client meetings using approved systems.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Fast-paced environment

Detail orientation

Education

High School Diploma/Equivalency

College degree preferred

Licenses: Series 7/66/63/65

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships, handling account-related inquiries, and assisting with onboarding and maintenance of client accounts.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office.