Wealth Client Service Specialist

Morgan Stanley; Illinois; On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Prescription Drug coverage

Dental insurance

Vision insurance

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability insurance

Other Insurance Plans

Paid Time Off

10 Paid Holidays

401(k)

Short/Long Term Disability

Special employee perks

Job summary

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors. You will manage client interactions, assist with account tasks, and help maintain accurate records using firm systems.

This role emphasizes client service, data entry, and coordination of digital tools. Strong communication, time management, and teamwork are essential, along with a willingness to pursue necessary licenses.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Experience: Financial services exposure helpful.
• Licensing: Willing to obtain Series 7/66 or Series 63/65 as applicable.
• Skills: Detail oriented with superior organizational skills and prioritization.
• Office software: Advanced MS Office (Word, Excel, Outlook, PowerPoint).
• Communication: Exceptional writing, interpersonal, and client service skills.
• Time management: Strong ability to manage multiple tasks.

Responsibilities

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions on request of client/FA/PWA.
• Answer general non-investment questions and relay account information.
• Enter profile information and pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Prepare materials for client meetings using firm-approved systems.

Skills

Client service

Interpersonal skills

Time management

Detail orientation

Microsoft Office

Written communication

Team player

Ability to multi-task

Willingness to obtain Series licenses

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors. You will manage client interactions, assist with account tasks, and help maintain accurate records using firm systems.

This role emphasizes client service, data entry, and coordination of digital tools. Strong communication, time management, and teamwork are essential, along with a willingness to pursue necessary licenses.