Client Relations Specialist — Wealth Services

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

Job summary

Morgan Stanley is seeking a Client Relationship Analyst in the United States. The role focuses on delivering outstanding client service, supporting Financial Advisors, and handling administrative tasks to maintain client relationships and efficient operations.

Candidates should be prepared to handle day-to-day inquiries and assist with portfolio materials. This position requires strong communication, organization, and the ability to work in a fast-paced environment.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Experience in financial services or client support is a plus.
• Willingness to obtain securities licenses (Series 7/66/63/65) as needed.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating client relationships and answering non‑investment questions.
• Execute money movements and relay client account information and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support teams with research, reporting, and materials for client meetings.
• Assist with data entry for new accounts and financial planning workflows.
• Support marketing efforts and firm initiatives as directed by local management.

Skills

Detail oriented

Interpersonal skills

Writing skills

Time management

Team player

Adaptable

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Relationship Analyst in the United States. The role focuses on delivering outstanding client service, supporting Financial Advisors, and handling administrative tasks to maintain client relationships and efficient operations.

Candidates should be prepared to handle day-to-day inquiries and assist with portfolio materials. This position requires strong communication, organization, and the ability to work in a fast-paced environment.