Wealth Management Client Relations Specialist

Morgan-Stanley; Clayton (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in Clayton, MO is seeking a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, handling everyday accounts, processing money movements, and guiding clients through digital tools such as MS Online and eSign.

The role emphasizes building trusted client relationships, accurate data entry, scheduling, research support, and collaboration with teams to implement business plans while maintaining

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63/65 (RA) is preferred.
• Two or more years of industry experience preferred.
• Strong MS Office skills and exceptional written and interpersonal communication.

Responsibilities

• Provide client service coverage for FAs/PWAs/teams and assist with day-to-day needs.
• Execute money movements and respond to general account questions.
• Enter profile information and maintain client documentation.
• Educate clients on digital tools and online platforms.
• Onboard and maintain client accounts, gathering required documentation.
• Support marketing efforts and prepare client materials for meetings.
• Assist with research and data entry for investment portfolios and reporting.

Skills

Interpersonal skills

Time management

Attention to detail

Team player

Adaptable

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 support Financial Advisors and Private Wealth Advisors by delivering exceptional client service, handling everyday accounts, processing money movements, and guiding clients through digital tools such as MS Online and eSign.

The role emphasizes building trusted client relationships, accurate data entry, scheduling, research support, and collaboration with teams to implement business plans while maintaining