Client Relations & Support Analyst

Morgan-Stanley; Northbrook (IL); In loco; USD 35.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical benefits

Dental and Vision

401(k)

Descrizione del lavoro

Morgan Stanley in the United States is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will assist with account tasks, educate clients on digital tools, and help prepare materials for client meetings.

The role emphasizes strong interpersonal and organizational skills, with opportunities to grow into broader client service responsibilities in a fast-paced environment.

Competenze

• High School Diploma or equivalent; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and 65.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Strong writing, interpersonal and client service skills.
• Detail-oriented with superior organizational skills and prioritization ability.

Mansioni

• Provide client support for FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions upon request.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings using firm-approved systems.
• Data entry for new accounts and financial planning as directed by FAs/PWAs/teams.

Conoscenze

Detail orientation

Microsoft Office

Writing

Interpersonal skills

Time management

Team player

Formazione

High School Diploma/Equivalency

College degree preferred

Strumenti

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Descrizione del lavoro

Morgan Stanley in the United States is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will assist with account tasks, educate clients on digital tools, and help prepare materials for client meetings.

The role emphasizes strong interpersonal and organizational skills, with opportunities to grow into broader client service responsibilities in a fast-paced environment.