Client Relationship & Onboarding Specialist

711 MS Smith Barney, LLC; Deerfield (IL); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Health Savings Account

401(k)

Paid Time Off

Paid Holidays

Job summary

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors. You will handle account inquiries, execute basic transactions, and onboard clients while maintaining strong relationships and accurate documentation.

The role emphasizes collaboration with FAs/PWAs/teams, digital tool education, and meeting preparation, with opportunities to grow in a fast-paced wealth management environment.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance and managed accounts.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Strong writing, interpersonal and client service skills.

Responsibilities

• Support FA/PWA/team in cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA request.
• Answer non-investment questions about accounts and balances.
• Educate or enroll clients in digital tools and onboard new accounts.
• Assist with research, preparation of client materials and meetings.
• Maintain policies, participate in training and special projects.

Skills

Series 7

Series 66

Series 63

Series 65

Two+ years experience

Knowledge of financial products

Microsoft Office

Interpersonal skills

Time management

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

MSOnline/eSign/eAuthorization

Job description

Morgan Stanley in the United States seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors. You will handle account inquiries, execute basic transactions, and onboard clients while maintaining strong relationships and accurate documentation.

The role emphasizes collaboration with FAs/PWAs/teams, digital tool education, and meeting preparation, with opportunities to grow in a fast-paced wealth management environment.