Wealth Management Client Relationship Specialist

Morgan Stanley; Austin (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service, support Financial Advisors, and help manage client accounts in a fast-paced environment in Austin, Texas.

The role emphasizes strong interpersonal skills, attention to detail, and the ability to handle daily clerical and administrative duties while maintaining client confidentiality and accuracy.

Qualifications

• High school diploma or equivalent is required.
• Licensing: Series 7 and 66 or Series 63 and 65, plus 2+ years in industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, annuities, and insurance.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Handle money movements and respond to client account inquiries.
• Enter profile data and documentation; onboard and maintain client accounts.
• Educate clients on digital tools and platforms; support marketing efforts.
• Assist with research and materials for client meetings, using firm-approved systems.
• Coordinate calendars, travel, and expense reporting; office support tasks.

Skills

Financial services knowledge

Attention to detail

MS Office proficiency

Writing & interpersonal skills

Team player

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

Series 7 & 66 OR Series 63 & 65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service, support Financial Advisors, and help manage client accounts in a fast-paced environment in Austin, Texas.

The role emphasizes strong interpersonal skills, attention to detail, and the ability to handle daily clerical and administrative duties while maintaining client confidentiality and accuracy.