Wealth Services Client Relationship Specialist

Morgan Stanley; Cincinnati (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Cincinnati is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors. You will build trusted client relationships, handle routine transactions, and assist with account onboarding and digital tools adoption.

You will also manage calendars, coordinate travel, and support team marketing efforts while staying current on policies and procedures. This is a growth-focused, client-first role in a dynamic environment.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and 65 licenses.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client.
• Answer general non-investment questions about client accounts.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools (MS Online, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Assist with research and materials for client meetings.
• Assist with data entry for client needs and account openings.
• Maintain current policies and participate in firm initiatives.
• Provide calendar management and travel logistics support.

Skills

Client service

Interpersonal skills

Time management

Team player

Multitasking

Detail oriented

Adaptable

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licensing

Two+ years industry experience

Tools

Microsoft Office

Job description

Morgan Stanley in Cincinnati is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors. You will build trusted client relationships, handle routine transactions, and assist with account onboarding and digital tools adoption.

You will also manage calendars, coordinate travel, and support team marketing efforts while staying current on policies and procedures. This is a growth-focused, client-first role in a dynamic environment.