Wealth Client Support Analyst

Morgan-Stanley; Kansas City (MO); On-site; USD 60,000 - 76,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional service to clients and assist Financial Advisors and Private Wealth Advisors with daily activities. You will support new and existing relationships, process basic requests, and help prepare meetings with firm-approved tools.

Ideal candidates have strong communication, organization, and multi-tasking abilities, with a willingness to obtain required licenses and a team-oriented mindset.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred or equivalent experience in a related field.
• Willingness to obtain Series 7/66 or Series 63/65 licenses as applicable.

Responsibilities

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movement transactions upon client/FA/PWA request.
• Answer general non-investment questions and relay account information.
• Assist with profile entry and document preparation for new accounts and planning.

Skills

Detail oriented

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience a plus

Tools

Microsoft Office

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to deliver exceptional service to clients and assist Financial Advisors and Private Wealth Advisors with daily activities. You will support new and existing relationships, process basic requests, and help prepare meetings with firm-approved tools.

Ideal candidates have strong communication, organization, and multi-tasking abilities, with a willingness to obtain required licenses and a team-oriented mindset.