Client Relations & Onboarding Specialist

Morgan Stanley; Oak Brook (IL); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid Time Off

Parental Leave

Job summary

Morgan Stanley in Oak Brook, IL seeks a Registered Client Relationship Analyst to deliver exceptional service to Financial Advisors and teams, assist with account maintenance, money movements, and client inquiries, and support onboarding and documentation efforts.

The ideal candidate has strong interpersonal skills, knowledge of financial products, solid MS Office use, and holds Series 7 (GS) plus Series 63/65/66 or similar licenses with 2+ years of industry experience.

Qualifications

• High School Diploma or equivalent required or better.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63/65 licenses.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions on request.
• Answer general client questions about accounts and balances.
• Assist with onboarding, documentation, and digital tools enrollment.
• Support marketing and materials preparation for client meetings.
• Maintain knowledge of policies and participate in firm initiatives.

Skills

Client service

Interpersonal skills

Time management

Organization

Multitasking

Written communication

Team player

Adaptability

Attention to detail

Knowledge of financial products

Education

High School Diploma/Equivalency

College degree preferred

Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley in Oak Brook, IL seeks a Registered Client Relationship Analyst to deliver exceptional service to Financial Advisors and teams, assist with account maintenance, money movements, and client inquiries, and support onboarding and documentation efforts.

The ideal candidate has strong interpersonal skills, knowledge of financial products, solid MS Office use, and holds Series 7 (GS) plus Series 63/65/66 or similar licenses with 2+ years of industry experience.