Client Relationship & Support Analyst

Socket.dev; Chicago (IL); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in Chicago is seeking a Client Relationship Analyst to support Financial Advisors and teams with daily client service. You will help cultivate relationships, execute transactions, answer non-investment questions, and assist with documentation and digital tools.

The role emphasizes strong communication, organization and ability to multi-task in a fast-paced environment, with responsibilities spanning administrative tasks and client-facing support.

Qualifications

• Detail oriented with superior organizational skills.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including; cultivating and enhancing client relationships.
• Executing money movement transactions at client/FA/PWA request.
• Answering general non-investment questions; relay stock positions and balances.
• Enter profile information or pre-fill documents on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research related to portfolios and materials for client meetings.
• Data entry for key client needs like new accounts and financial planning.
• Support marketing strategies and website maintenance.
• Meet policies and participate in firm initiatives.

Skills

Detail oriented

Interpersonal skills

Client service

Time management

Team player

Fast-paced environment

Adaptable

Multi-tasking

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 (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley in Chicago is seeking a Client Relationship Analyst to support Financial Advisors and teams with daily client service. You will help cultivate relationships, execute transactions, answer non-investment questions, and assist with documentation and digital tools.

The role emphasizes strong communication, organization and ability to multi-task in a fast-paced environment, with responsibilities spanning administrative tasks and client-facing support.