Wealth Client Support Specialist

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

Benefits offered by this job

Medical benefits

Dental & Vision

Life Insurance

Paid time off

401(k)

Parental Leave

Job summary

Morgan Stanley in Northbrook, IL is seeking a Client Relationship Analyst to deliver exceptional service to Financial Advisors and their teams. You will build trusted client relationships through proactive support, handling routine account inquiries, and coordinating information flow.

The role requires strong communication, MS Office skills, and the ability to multi-task in a fast-paced environment. Training and career growth are supported as you assist with meetings, digital tools, and client

Qualifications

• Education: High School Diploma or equivalency; college degree preferred.
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint).
• Excellent writing, interpersonal and client service skills.
• Detail oriented with superior organizational and time management skills.
• Willingness to obtain Series 7/66/63/65.

Responsibilities

• Provide client support for FA/PWA/team; cultivate client relationships.
• Execute money movement transactions per client/FA/PWA request.
• Answer general non-investment questions about accounts and balances.
• Enter profile information or pre-fill account documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with research and materials for client meetings.
• Support marketing and website maintenance.
• Handle inbound/outbound calls and schedule meetings.
• Prepare travel itineraries and expense reports; reimburse as directed.
• General in-office support such as copying, filing and scanning.

Skills

Detail orientation

Organizational skills

Time management

Interpersonal skills

Written communication

Client service

Team player

Adaptability

Multi-tasking

MS Office proficiency

Education

High School Diploma or equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Northbrook, IL is seeking a Client Relationship Analyst to deliver exceptional service to Financial Advisors and their teams. You will build trusted client relationships through proactive support, handling routine account inquiries, and coordinating information flow.

The role requires strong communication, MS Office skills, and the ability to multi-task in a fast-paced environment. Training and career growth are supported as you assist with meetings, digital tools, and client