Client Relationship & Services Associate

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

Job summary

Morgan Stanley, based in the United States, seeks a Client Relationship Analyst to deliver exceptional service to clients and daily support to Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions, prioritizing a client-first mindset.

The role covers client support, administrative duties, and education of clients on digital tools, with emphasis on accuracy, organization, and teamwork in a fast-paced environment.

Qualifications

• High School diploma or equivalent required.
• College degree preferred; industry experience is a plus.
• Willingness to obtain Series 7/66/63/65 as needed.

Responsibilities

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using approved systems.
• Assist with data entry for new accounts and financial planning.
• Support marketing efforts and website maintenance.
• Stay updated on policies and participate in firm initiatives.

Skills

Detail oriented

Microsoft Office

Writing

Interpersonal skills

Time management

Team player

Adaptability

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Willingness to obtain Series 7/66/63/65

Tools

Microsoft Office Suite

Job description

Morgan Stanley, based in the United States, seeks a Client Relationship Analyst to deliver exceptional service to clients and daily support to Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions, prioritizing a client-first mindset.

The role covers client support, administrative duties, and education of clients on digital tools, with emphasis on accuracy, organization, and teamwork in a fast-paced environment.