Wealth Client Relations Specialist

Morgan Stanley; Chicago (IL); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid Time Off

Life insurance

Job summary

A leading financial services firm is seeking a Registered Client Relationship Analyst in Chicago, IL. This role involves providing exceptional client service and supporting Financial Advisors and Wealth Advisors in managing relationships and transactions. Candidates should have strong interpersonal skills and previous experience in the financial industry. The salary range for this position is $34,320 - $90,000 per year, with comprehensive benefits and opportunities for growth.

Qualifications

• Strong interpersonal skills to assist clients effectively.
• Detail-oriented with superior organizational skills and abilities.
• Two years of experience in the financial services industry.

Responsibilities

• Service coverage for Financial Advisor/Private Wealth Advisor teams.
• Support team in building client relationships.
• Execute transactions and answer client account questions.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Microsoft Office skills

Time management

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, 66, 63, or 65

Two or more years of industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Registered Client Relationship Analyst in Chicago, IL. This role involves providing exceptional client service and supporting Financial Advisors and Wealth Advisors in managing relationships and transactions. Candidates should have strong interpersonal skills and previous experience in the financial industry. The salary range for this position is $34,320 - $90,000 per year, with comprehensive benefits and opportunities for growth.