Client Relationship Support Specialist

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

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Disability insurance

Job summary

Morgan Stanley seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors. You will handle money movements, account inquiries, onboarding, and education on digital tools, while maintaining client relationships and assisting teams with research and meeting materials.

Strong interpersonal, organizational, and communication skills are essential, as is familiarity with MS Office.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred for advancement potential.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.

Responsibilities

• Provide service coverage for FA/PWA/team and cultivate client relationships.
• Execute money movement transactions on client request.
• Answer non-investment questions about accounts and balances.
• Enter profile information and documentation in clerical capacity.
• Onboard and maintain client accounts and collect required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist with research for portfolio holdings and prepare client meeting materials.
• Support calendar, scheduling, travel, and expense processes.
• Maintain knowledge of policies and participate in training programs.

Skills

Interpersonal skills

Time management

Detail oriented

Writing

Client service

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

PowerPoint

Job description

Morgan Stanley seeks a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors. You will handle money movements, account inquiries, onboarding, and education on digital tools, while maintaining client relationships and assisting teams with research and meeting materials.

Strong interpersonal, organizational, and communication skills are essential, as is familiarity with MS Office.