Wealth Client Relationship Specialist

Morgan-Stanley

Chicago (IL)

On-site

USD 35,000 - 90,000

Full time

11 days ago

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Job summary

Morgan Stanley is seeking a Registered Client Relationship Analyst in Chicago to provide frontline client service for FAs/PWAs/teams. You will handle account inquiries, execute transactions, and onboard clients to digital tools while maintaining documentation and client data with precision.

In this role, you will support the team’s business plan and client service model, assist with research for portfolios, and coordinate logistics for meetings and events, reporting to the Business Service

Qualifications

High school diploma or equivalent required; college degree preferred.
Active securities licenses: Series 7 and at least one of Series 63/65/66.
Strong proficiency in MS Office and client documentation.
Experience in financial services or brokerage support preferred.

Responsibilities

Provide client support for FAs/PWAs/teams, including account information and transactions.
Execute money movements and respond to client inquiries about balances and positions.
Onboard, enroll, and educate clients on digital tools and platforms.
Prepare materials for client meetings and assist in reporting.
Maintain calendars, travel arrangements, and general in-office support.
Support marketing efforts and data entry for new accounts and planning.