Wealth Client Solutions Analyst

Morgan Stanley; Pittsburgh (Allegheny County); On-site; USD 52,000 - 70,000; Full time

Job summary

Morgan Stanley in Pittsburgh seeks a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes building trusted client relationships, managing routine client inquiries, and handling clerical tasks to maintain accurate accounts and documentation.

Ideal candidates will have a High School Diploma or higher, with college preferred, and Series licenses.

Qualifications

• Bachelor-level or higher education preferred for the role.
• Industry experience (2+ years) is preferred.
• Series 7 and related licenses are required or preferred.

Responsibilities

• Support Financial Advisors and teams with client service and operations.
• Process money movement transactions per client requests.
• Answer general non-investment questions and relay account details.
• Assist with client onboarding and documentation in clerical capacity.
• Educate clients on digital tools and online platforms.
• Support client meeting preparation and materials.

Skills

Financial services knowledge

Interpersonal skills

MS Office

Time management

Team player

Multitasking

Client service

Detail oriented

Education

High School Diploma

College degree preferred

Active Series 7/66/63/65

Two+ years industry experience

Job description

Morgan Stanley in Pittsburgh seeks a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes building trusted client relationships, managing routine client inquiries, and handling clerical tasks to maintain accurate accounts and documentation.

Ideal candidates will have a High School Diploma or higher, with college preferred, and Series licenses.