Wealth Client Services Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

Life Insurance

Disability insurance

Paid time off

Parental leave

401(k)

Job summary

Morgan Stanley in Oak Brook, IL seeks a Client Relationship Analyst to provide outstanding client support, facilitate money movements, and assist Financial Advisors with administrative tasks and client communications. The role emphasizes accuracy, initiative, and teamwork in a fast-paced corporate environment.

Responsibilities include preparing materials for client meetings, educating clients on digital tools, and coordinating with FA/PWA teams to deliver service excellence across portfolios and

Qualifications

• Detail oriented with strong organizational skills and prioritization.
• Advanced Microsoft Office skills and excellent writing abilities.
• Strong time management and client service mindset.

Responsibilities

• Provide client support for FA/PWA/team and cultivate relationships.
• Execute money movement transactions on request.
• Answer non-investment questions and relay balances.
• Enter profile information and prep documents clerically.
• Educate/enroll clients in digital tools like MSOnline/eSign.
• Assist with research and portfolio materials for meetings.
• Support data entry for new accounts and planning needs.
• Help marketing efforts and stay current on policies and tools.

Skills

Detail oriented

Organizational skills

Time management

Interpersonal skills

Client service skills

Team player

Adaptability

Multi-tasking

Results driven

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Excel

Word

Outlook

PowerPoint

Job description

Morgan Stanley in Oak Brook, IL seeks a Client Relationship Analyst to provide outstanding client support, facilitate money movements, and assist Financial Advisors with administrative tasks and client communications. The role emphasizes accuracy, initiative, and teamwork in a fast-paced corporate environment.

Responsibilities include preparing materials for client meetings, educating clients on digital tools, and coordinating with FA/PWA teams to deliver service excellence across portfolios and