Wealth Client Services Analyst

711 MS Smith Barney, LLC; Monroe Township (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s) and teams daily. You will build trusted relationships through regular client interactions and a client-first mindset.

The role covers client support, money movement requests, account inquiries, data entry, and preparing materials for meetings using firm-approved systems. You will stay updated on policies and participate in firm initiatives.

Qualifications

• Detail oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and teamwork abilities.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Provide client support for FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions as requested by clients/FA/PWA.
• Answer general non-investment questions and relay account balances.
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.
• Support data entry for new accounts and financial planning tasks.
• Support marketing efforts and ensure adherence to policies and new platforms.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Goal oriented

Education

High School Diploma

College degree preferred

Tools

Zoom

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s) and teams daily. You will build trusted relationships through regular client interactions and a client-first mindset.

The role covers client support, money movement requests, account inquiries, data entry, and preparing materials for meetings using firm-approved systems. You will stay updated on policies and participate in firm initiatives.