Wealth Client Services Specialist

Morgan Stanley; Minneapolis (MN); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical

401(k)

Paid time off

Job summary

Morgan Stanley in Minneapolis seeks a Registered Client Relationship Analyst to provide premier client service and support Financial Advisors and teams daily. You will help onboard clients, handle account inquiries, and educate clients on digital tools, while maintaining accurate records.

The role requires strong MS Office skills, several securities licenses, and a collaborative, client-first mindset in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Active securities licenses (Series 7/66 or 63/65) are expected.
• Two+ years industry experience preferred and strong MS Office skills.

Responsibilities

• Provide client service coverage for FA/PWA/team and support daily activities.
• Assist with account onboarding, documentation, and profile updates.
• Execute money movements and relay account information to clients.
• Educate clients on digital tools and platforms (MSOnline, eSign, eAuthorization).
• Assist with research, portfolio data, and preparing client meeting materials.
• Support marketing activities and cross-team initiatives as needed.
• Maintain records, respond to inquiries, and manage scheduling and travel logistics.

Skills

Client service

Interpersonal skills

Time management

Team player

Multitask

Effective communication

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley in Minneapolis seeks a Registered Client Relationship Analyst to provide premier client service and support Financial Advisors and teams daily. You will help onboard clients, handle account inquiries, and educate clients on digital tools, while maintaining accurate records.

The role requires strong MS Office skills, several securities licenses, and a collaborative, client-first mindset in a fast-paced environment.