Client Relations & Support Specialist

Morgan Stanley; Illinois; On-site; USD 34,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision insurance

401(k) plan

Paid time off

Short/Long term disability

Life Insurance

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors daily. You will help cultivate client relationships, process transactions, and assist with portfolio information and client meetings.

The role emphasizes strong communication, organization, and the ability to multitask in a fast-paced environment, supporting office operations and a client-first mindset.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Industry experience is a plus.

Responsibilities

• Provide service coverage for an FA/PWA/team, assist with client relations and account questions.
• Execute money movement transactions per client/FA/PWA request.
• Answer general non-investment questions and relay account balances.
• Enter profile information and pre-fill documentation on client accounts as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support teams with research and materials for client meetings.

Skills

Detail oriented

MS Office

Interpersonal skills

Time management

Team player

Multi-tasking

Client service

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 willingness

Tools

Microsoft Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors daily. You will help cultivate client relationships, process transactions, and assist with portfolio information and client meetings.

The role emphasizes strong communication, organization, and the ability to multitask in a fast-paced environment, supporting office operations and a client-first mindset.