Client Relationship Specialist: Service & Onboarding Expert

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

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid time off

Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support FAs/PWAs/teams daily. The role emphasizes relationship building, onboarding, and routine account maintenance in a fast-paced environment.

Ideal candidates will have relevant licenses, strong communication, and MS Office proficiency, with 2+ years in the financial services industry. Excellent teamwork and client-focused mindset are required.

Qualifications

• High School Diploma/Equivalency.
• 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.

Responsibilities

• Provide service coverage for a FA/PWA/team including supporting client relationships.
• Execute money movement transactions at the request of the client/FA/PWA/team.
• Answer general questions about client accounts and balances.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Support FAs/PWAs/teams in marketing and research tasks.
• Assist with data entry for new accounts and financial planning.
• Remain current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects.

Skills

Interpersonal skills

Client service

Microsoft Office

Communication

Time management

Team player

Multitasking

Education

HS diploma

College degree preferred

Series 7/66/63/65 licenses

2+ years industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support FAs/PWAs/teams daily. The role emphasizes relationship building, onboarding, and routine account maintenance in a fast-paced environment.

Ideal candidates will have relevant licenses, strong communication, and MS Office proficiency, with 2+ years in the financial services industry. Excellent teamwork and client-focused mindset are required.