Wealth Client Relationship Specialist

711 MS Smith Barney, LLC; Pittsburgh (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client teams. The role focuses on building trusted client relationships and handling routine account activities with a client-first mindset.

Responsibilities include processing money movements, answering account questions, onboarding clients, and educating them on digital tools. Strong MS Office and communication skills are essential.

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 or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions per client/FA/PWA/team request.
• Answer general non-investment questions about client accounts.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Prepare materials for client meetings using firm approved systems.

Skills

Client Service

Interpersonal skills

Microsoft Office

Time management

Team player

Multitasking

Financial services knowledge

Written communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

MS Online

eSign

Zoom

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and client teams. The role focuses on building trusted client relationships and handling routine account activities with a client-first mindset.

Responsibilities include processing money movements, answering account questions, onboarding clients, and educating them on digital tools. Strong MS Office and communication skills are essential.