Wealth Client Support Specialist

Morgan-Stanley; Dublin (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Morgan Stanley in the United States seeks a Client Relationship Analyst to provide frontline support to Financial Advisors and teams, focusing on exceptional client service and accurate processing of transactions.

You will answer client questions, help with account paperwork, enroll clients in digital tools, and prepare materials for meetings, all while staying current with policy updates. A college degree is preferred and Series 7/66 or 63/65 readiness is expected.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63/65 licenses.
• Experience in financial services is a plus.
• Strong writing and interpersonal skills.
• Proficient in Microsoft Office.

Responsibilities

• Support FA/PWA/team in cultivating client relationships.
• Execute money movements as requested by client/FA.
• Answer non-investment questions and relay balances.
• Enter profile information and documents for clients.
• Educate clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings and research portfolio holdings.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and website maintenance.
• Contribute to business plan delivery and client service model.
• Stay current on policies and platforms; participate in initiatives.

Skills

Client relationships

Interpersonal skills

Microsoft Office

Detail oriented

Time management

Team player

Education

High School Diploma

Bachelor's degree preferred

Willingness to obtain securities licenses (Series 7/66 or 63/65)

Tools

MS Office Suite

Job description

Morgan Stanley in the United States seeks a Client Relationship Analyst to provide frontline support to Financial Advisors and teams, focusing on exceptional client service and accurate processing of transactions.

You will answer client questions, help with account paperwork, enroll clients in digital tools, and prepare materials for meetings, all while staying current with policy updates. A college degree is preferred and Series 7/66 or 63/65 readiness is expected.