Client Relations & Admin Support Analyst

Socket.dev; Illinois; On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in building strong client relationships and handling daily account needs. You will assist with transactions, data entry, and client communications using firm systems.

The role emphasizes strong interpersonal skills, office suite proficiency, and attention to accuracy in a fast-paced environment. Candidates should be prepared to pursue required securities licenses as needed.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain securities licenses (Series 7/66 or 63/65).

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FAs/PWAs.
• Answer general non-investment questions about client accounts and balances.
• Enter profiles and pre-fill account docs in clerical capacity per direction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist teams with portfolio research and meeting materials using firm systems.
• Support data entry for new accounts and financial planning as directed.
• Assist with marketing efforts and firm initiatives as needed.
• Stay current on policies, procedures, and new platforms.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Multi-tasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66 or 63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and teams in building strong client relationships and handling daily account needs. You will assist with transactions, data entry, and client communications using firm systems.

The role emphasizes strong interpersonal skills, office suite proficiency, and attention to accuracy in a fast-paced environment. Candidates should be prepared to pursue required securities licenses as needed.