Wealth Client Services Specialist

Morgan-Stanley; Rochester (MI); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k)

Paid time off

Holiday pay

Vision insurance

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service to clients and assist Financial Advisors with daily operations. The role emphasizes strong communication, organization, and a client-first mindset to build trusted relationships.

Responsibilities include processing money movements, answering account questions, managing documentation, and supporting meetings with prepared materials. A pathway to various benefits and growth opportunities awaits.

Qualifications

• High School diploma or equivalent required; college degree preferred.
• Strong written and verbal communication skills essential.
• Experience in client support or financial services is a plus.

Responsibilities

• Provide client support for FA/PWA/team, including relationship cultivation.
• Execute money movements and respond to account inquiries.
• Enter profile information and assist with account documentation.
• Educate clients in digital tools (e.g., MSOnline, eSign).
• Assist with research and materials for client meetings.
• Support marketing efforts and general administrative tasks.

Skills

Detail oriented

Organizational skills

Time management

Interpersonal skills

Client service

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to deliver exceptional service to clients and assist Financial Advisors with daily operations. The role emphasizes strong communication, organization, and a client-first mindset to build trusted relationships.

Responsibilities include processing money movements, answering account questions, managing documentation, and supporting meetings with prepared materials. A pathway to various benefits and growth opportunities awaits.