Client Relationship Analyst – Private Wealth Support

Morgan Stanley; Chicago (IL); On-site; USD 31,200 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid Time Off

Discretionary incentive

Job summary

Morgan Stanley in Illinois is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in a fast-paced environment. You will help cultivate client relationships, process money movements, and respond to client inquiries with accuracy and professionalism.

The role involves administrative duties, calendar management, expense reporting, and support for marketing initiatives. Strong MS Office skills and a client-first mindset are essential for success in this

Qualifications

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

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating client relationships and executing money movements.
• Answer general non-investment questions and relay account information.
• Assist with profile data entry, documentation, and digital tool enrollment.
• Support marketing and business plan delivery for FAs/PWAs/teams.
• Maintain policies and participate in training and firm initiatives.
• Handle inbound/outbound calls and calendar management.
• Prepare expense reports and assist with in-office duties.

Skills

Detail oriented

Microsoft Office

Interpersonal skills

Time management

Team player

Multi-tasking

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Illinois is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in a fast-paced environment. You will help cultivate client relationships, process money movements, and respond to client inquiries with accuracy and professionalism.

The role involves administrative duties, calendar management, expense reporting, and support for marketing initiatives. Strong MS Office skills and a client-first mindset are essential for success in this