Client Relations Associate - Financial Advisory Support

Usi Insurance; Rockford, Northern (IL, KY); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Morgan Stanley is seeking an entry level Registered Client Relationship Analyst to support Financial Advisors and their teams. The role emphasizes client service, data entry, and account administration in a fast paced environment.

You will assist in maintaining client accounts, educating clients on digital tools, and supporting the FA/PWA/team with research and meeting materials. Strong interpersonal skills and organizational abilities are essential.

Qualifications

• High School Diploma or equivalency.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including clients and accounts.
• Assist with onboarding and maintenance of client accounts.
• Educate clients on digital tools and platforms.
• Support the FA/PWA/team through research and materials preparation for client meetings.
• Handle routine account inquiries and data entry.

Skills

Client service

Interpersonal skills

Detail oriented

Microsoft Office

Time management

Team player

Multitasking

Education

High School Diploma or equivalency

Series 7/66 or 63/65 licenses (preferred)

Tools

MS Office

Job description

Morgan Stanley is seeking an entry level Registered Client Relationship Analyst to support Financial Advisors and their teams. The role emphasizes client service, data entry, and account administration in a fast paced environment.

You will assist in maintaining client accounts, educating clients on digital tools, and supporting the FA/PWA/team with research and meeting materials. Strong interpersonal skills and organizational abilities are essential.