Wealth Client Services & Onboarding Specialist

711 MS Smith Barney, LLC; Indiana; On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst in the United States to provide dedicated client service and support Financial Advisors and Private Wealth Advisors in daily activities.

The role requires handling account inquiries, processing money movements, onboarding clients, educating on digital tools, and assisting with research and materials for client meetings as part of a client-first service model.

Qualifications

• High School diploma or equivalent required, college degree preferred.
• Active FINRA licenses: Series 7 and 66 or Series 63 and 65.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisors and teams with client relationships.
• Execute money movements and relay account information to clients.
• Answer non-investment questions and provide balances and positions.
• Input client data and pre-fill account documentation.
• Educate clients on digital tools such as MS Online and e-sign.
• Onboard and maintain client accounts with required documentation.
• Prepare materials for client meetings and assist with research for portfolios.

Skills

Interpersonal skills

Time management

Detail oriented

Client service

Team player

Multitasking

Education

High School Diploma or equivalent

College degree preferred

FINRA licenses (Series 7, 66 or 63 and 65)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst in the United States to provide dedicated client service and support Financial Advisors and Private Wealth Advisors in daily activities.

The role requires handling account inquiries, processing money movements, onboarding clients, educating on digital tools, and assisting with research and materials for client meetings as part of a client-first service model.