Client Relationship & Services Specialist

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

Benefits offered by this job

Medical, Dental, Vision

401(k) Plan

Paid Time Off and Holidays

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors, PWAs and teams daily. The role involves handling routine client inquiries, money movements, and documentation, while educating clients on digital tools and preparing materials for meetings.

Strong interpersonal skills, attention to detail, and the ability to multi-task in a fast-paced environment are essential.

Qualifications

• High School Diploma or equivalency required.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.

Responsibilities

• Provide client support coverage for FA/PWA/team and maintain client relationships.
• Execute money movement transactions as requested by client or FA/PWA.
• Answer general non-investment questions and relay stock positions and account balances.
• Enter profile information and prepare documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for investment portfolio holdings and client meeting materials.
• Support marketing strategies and assist teams in delivering business plans.
• Maintain policies, procedures and participate in firm initiatives.

Skills

Detail oriented

MS Office

Writing

Interpersonal skills

Time management

Team player

Multi-tasking

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

PowerPoint

Excel

Job description

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors, PWAs and teams daily. The role involves handling routine client inquiries, money movements, and documentation, while educating clients on digital tools and preparing materials for meetings.

Strong interpersonal skills, attention to detail, and the ability to multi-task in a fast-paced environment are essential.