Wealth Client Services Specialist

Morgan Stanley; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle account onboarding, digital tools, and routine inquiries while maintaining accuracy and confidentiality.

Responsibilities include processing transactions, supporting client communications, and assisting with portfolio-related materials and team initiatives in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Two+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities and managed accounts.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Strong writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationships.
• Execute money movement transactions at client or FA/PWA/team request.
• Answer general non-investment questions concerning client accounts and balances.
• Enter profile information or pre-fill account documentation clerically.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around their account information and objectives.
• Assist with data entry for new accounts and financial planning per direction.

Skills

Client service

Communication

Organization

Time management

Team player

Adaptable

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63/65 licenses

Two+ years of industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle account onboarding, digital tools, and routine inquiries while maintaining accuracy and confidentiality.

Responsibilities include processing transactions, supporting client communications, and assisting with portfolio-related materials and team initiatives in a fast-paced environment.