Morgan Stanley
Client Relationship Analyst
$34K–$90K
Deerfield, Illinois · On-site · Full-time · Posted Oct 8, 2026
- Experience
- No number of years specified; industry experience is a plus.
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, helping maintain client relationships and address routine account needs.
What you'll do
- Handle client requests, including money movement, general account questions, digital-tool assistance, and account documentation.
- Support advisors with client research, meeting materials, data entry, marketing, and business plans.
- Manage administrative tasks such as calls, calendars, travel, expenses, and office support.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, prioritization, communication, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$34,320 - $90,000 USD/year base salary
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative