Client Relationship & Service Analyst

Morgan-Stanley; Deerfield (IL); On-site; USD 34,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid Time Off

Paid holidays

Discretionary bonus

Job summary

Morgan Stanley in Deerfield, IL is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will handle money movements, answer questions, and help with account documentation, digital tools, and portfolio research to prepare client meetings.

The role rewards strong interpersonal and writing skills, advanced MS Office proficiency, and the ability to multitask in a fast-paced environment while collaborating with teams across the firm.

Qualifications

• High School Diploma or equivalency; college degree preferred.
• Ability to obtain Series 7/66 or Series 63/65 licenses.
• Strong MS Office and writing skills.
• Detail-oriented with strong organizational skills.

Responsibilities

• Provide client support for FA/PWA/team, including money movements.
• Answer non-investment questions and relay account information.
• Enter profile information and assist with documentation.
• Assist with research and materials for client meetings.

Skills

Detail oriented

Interpersonal

Time management

MS Office

Client service

Multi-tasking

Team player

Fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66 licenses or Series 63/65

Job description

Morgan Stanley in Deerfield, IL is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will handle money movements, answer questions, and help with account documentation, digital tools, and portfolio research to prepare client meetings.

The role rewards strong interpersonal and writing skills, advanced MS Office proficiency, and the ability to multitask in a fast-paced environment while collaborating with teams across the firm.