Wealth Client Relations Support Analyst

Morgan Stanley; Chicago (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 seeks a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors, PWAs, and teams daily. The role focuses on building trusted relationships and assisting with client needs through strong communication and organization.

The position requires attention to detail, MS Office skills, and the ability to manage multiple tasks in a fast-paced environment. This is a full-time, on-site opportunity with Morgan Stanley's Chicago office and a broad

Qualifications

• High School Diploma or equivalency required.
• College degree preferred, industry experience a plus.
• Willingness to obtain Series 7 (GS) and Series 66/63/65 where applicable.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing client relationships.
• Execute money movement transactions at client request or by FA/PWA approval.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist FA/PWAs/teams with research relating to investments and preparing client meeting materials.
• Support data entry for new accounts and financial planning as directed.
• Assist with marketing efforts and website maintenance for the team.
• Stay updated on policies, procedures, and new platforms; participate in trainings.

Skills

Detail oriented

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Multitasking

Goal oriented

Self-motivated

Education

High School Diploma

College degree preferred

Industry experience is a plus

Tools

MS Office Suite

Job description

Morgan Stanley seeks a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors, PWAs, and teams daily. The role focuses on building trusted relationships and assisting with client needs through strong communication and organization.

The position requires attention to detail, MS Office skills, and the ability to manage multiple tasks in a fast-paced environment. This is a full-time, on-site opportunity with Morgan Stanley's Chicago office and a broad