Client Relationship Specialist – Financial Services

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships, assisting with account onboarding, data entry, and education on digital tools, while executing routine transactions and supporting business plans.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in MS Office.

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, options, funds, annuities).
• Detail oriented with strong organizational skills and prioritization.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management skills.
• Team player with collaboration ability.
• Able to work in a fast-paced, evolving environment.
• Adaptable and able to multitask.
• Goal oriented and self-motivated.

Responsibilities

• Provide service coverage for a FA/PWA/team.
• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movements as requested by clients or FA/PWA/team.
• Answer non-investment questions about client accounts and balances.
• Enter profile information and prep documentation in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details about their account information.

Skills

Financial products knowledge

Detail orientation

MS Office

Client service

Time management

Team player

Adaptability

Multitasking

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65

2+ years industry experience preferred

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on building trusted client relationships, assisting with account onboarding, data entry, and education on digital tools, while executing routine transactions and supporting business plans.

The position requires strong interpersonal skills, knowledge of financial products, and proficiency in MS Office.