Wealth Management Client Relations Analyst

711 MS Smith Barney, LLC; Clayton (MO); On-site; USD 52,000 - 76,000; Full time

Job summary

Morgan Stanley in Clayton, MO is seeking a Registered Client Relationship Analyst to provide exceptional service to financial advisors and clients. You will support daily account inquiries, process money movements, and educate clients on digital tools while maintaining strong client relationships.

Ideal candidates have a High School diploma (College degree preferred), securities licenses (Series 7 and 66 or 63/65), and at least two years of industry experience, with excellent communication and

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7 (GS), Series 66 (AG/RA) or Series 63/65
• 2+ years of industry experience preferred.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Responsibilities

• Provide service coverage for a FA/PWA/team including: cultivating and enhancing new and existing client relationships; executing money movement transactions; answering general non-investment questions; entering profile information and documents; educating or enrolling clients in digital tools; onboarding and maintaining client accounts; providing account details to clients; accepting unsolicited or solicited orders in clerical capacity; supporting the team’s business plan and client service model; assisting with website maintenance and marketing efforts; assisting with research and materials for client meetings.
• Answering inbound and outbound calls with updates on service requests; managing calendars and scheduling meetings, including Zoom credentials; maintaining travel itineraries and expense reports; providing general in-office support; preparing expense reports.
• Education, Experience, Knowledge, and Skills: High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63/65 and Series 65; two or more years of industry experience; knowledge of financial products; strong written and verbal communication; Microsoft Office proficiency; teamwork and adaptability.

Skills

Client service

Communication

Time management

Team collaboration

Multitasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Clayton, MO is seeking a Registered Client Relationship Analyst to provide exceptional service to financial advisors and clients. You will support daily account inquiries, process money movements, and educate clients on digital tools while maintaining strong client relationships.

Ideal candidates have a High School diploma (College degree preferred), securities licenses (Series 7 and 66 or 63/65), and at least two years of industry experience, with excellent communication and