Wealth Client Relationship Specialist

711 MS Smith Barney, LLC; Raleigh (NC); On-site; USD 20,664 - 59,608; Full time

Job summary

Morgan Stanley in Raleigh, NC is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client contact and assist with everyday account needs in a fast-paced environment.

The role requires strong interpersonal skills, attention to detail, and solid MS Office proficiency. Willingness to pursue Series 7/66/63/65 licenses is expected as you grow with the team.

Qualifications

• High School Diploma/Equivalency required or equivalent.
• College degree preferred; industry experience a plus.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or advisors.
• Answer general non-investment questions about client accounts and relay balances and positions.
• Enter profile information or pre-fill account documentation at the direction of clients and advisors.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Assist with research related to investment holdings and performance reporting for client meetings.
• Assist with data entry for new accounts and financial planning as directed.
• Support marketing efforts and client service initiatives of the teams.

Skills

Detail oriented

Interpersonal skills

Time management

Team player

Multitasking

Client service

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley in Raleigh, NC is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client contact and assist with everyday account needs in a fast-paced environment.

The role requires strong interpersonal skills, attention to detail, and solid MS Office proficiency. Willingness to pursue Series 7/66/63/65 licenses is expected as you grow with the team.