Client Relationship Specialist – Financial Services

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

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Holidays

Job summary

Morgan Stanley in Deerfield, IL is seeking a Registered Client Relationship Analyst to provide high-level client service and support to Financial Advisors and teams. You will handle account onboarding, inquiries, and digital tool education, enabling advisors to focus on client relationships.

The role demands strong interpersonal skills, attention to detail, and proficiency in MS Office, with opportunities for growth within a leading financial services firm.

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 services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Strong writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment related questions concerning client accounts and account balances.
• Enter profile information or pre-fill account documentation in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect client information and documentation.
• Assist with research relating to investment portfolio holdings and preparing client meeting materials.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Detail oriented

Multitasking

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Job description

Morgan Stanley in Deerfield, IL is seeking a Registered Client Relationship Analyst to provide high-level client service and support to Financial Advisors and teams. You will handle account onboarding, inquiries, and digital tool education, enabling advisors to focus on client relationships.

The role demands strong interpersonal skills, attention to detail, and proficiency in MS Office, with opportunities for growth within a leading financial services firm.