Client Relationship Analyst — Wealth Services Support

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

Benefits offered by this job

Medical insurance

Dental and Vision coverage

401(k)

Paid time off

Life Insurance

Disability insurance

Parental leave

Job summary

Morgan Stanley in Deerfield, IL is seeking a Registered Client Relationship Analyst to support Financial Advisors and teams. You will help cultivate client relationships, handle money movements, and answer account questions while educating clients on digital tools.

The role emphasizes strong interpersonal skills, meticulous data entry, and the ability to multitask in a fast-paced environment. Background in financial services and active licenses are valued.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7, and Series 66/63/65 licenses are required or preferred.
• Proven client service, writing and organizational skills.

Responsibilities

• Provide client support for FA/PWA/team, maintaining relationships.
• Handle money movements and account-related inquiries per client requests.
• Educate clients on digital tools and onboard new accounts.
• Assist with research, reports, and materials for client meetings.

Skills

Active Series 7

Series 66

Series 63

Series 65

MS Office suite

Interpersonal skills

Time management

Written communication

Client service

Education

High School Diploma

College degree preferred

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

CRM systems

Job description

Morgan Stanley in Deerfield, IL is seeking a Registered Client Relationship Analyst to support Financial Advisors and teams. You will help cultivate client relationships, handle money movements, and answer account questions while educating clients on digital tools.

The role emphasizes strong interpersonal skills, meticulous data entry, and the ability to multitask in a fast-paced environment. Background in financial services and active licenses are valued.