Top 43 Registered client relationship analyst Jobs in Chicago, Il

Registered Client Relationship Analyst
Morgan Stanley —Chicago, IL
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Risk Analyst
William Blair —Chicago, IL
- $77,000 - $95,000 a year
- Hybrid work
- Mid-level
- Project management
- Bachelor's degree
Board-Certified Behavior Analyst
Positivity Play —Chicago, IL
- $60 - $70 an hour
- Part-time
- Hybrid work
- Background check
- Experience working with individuals with developmental disabilities
- Management
- Paid training
- Professional development assistance
Quick Apply
Financial Advisor/Financial Representative
Northwestern Mutual —Chicago, IL
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - (Career Changers Encouraged)
Northwestern Mutual Lombard —Lombard, IL
- $81,257.22 - $159,000.00 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Equity Research Analyst
Curi Capital —Chicago, IL
- $150,000 - $175,000 a year
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Experienced Associate, Portfolio Valuations
Lincoln International —Chicago, IL
- $150,000 - $200,000 a year
- Hybrid work
- Microsoft Word
- Management
- CPA
- Health insurance
- Dental insurance
Investment Banking Associate
Plante Moran —Chicago, IL
- $135,000 - $155,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Experienced Analyst, Transaction Opinions & Board Advisory
Lincoln International —Chicago, IL
- $95,000 - $105,000 a year
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Analyst, Alternatives Investor Servicing
Wilshire Advisors LLC —Chicago, IL
- $75,000 - $82,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Trading Analyst – Raleigh, NC
Advyzon —Chicago, IL
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Experienced Associate, Transaction Opinions & Board Advisory
Lincoln International —Chicago, IL
- $150,000 - $200,000 a year
- Hybrid work
- Microsoft Word
- Management
- CPA
- Health insurance
- Dental insurance
Quick Apply
Experienced Associate, Asset-Backed Finance
Lincoln International —Chicago, IL
- $150,000 - $200,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Management
- Work from home
Quick Apply
Registered Behavior Technician
Rise Up For Autism LLC —Chicago, IL
- $19 - $23 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- Psychology
Quick Apply
Fiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Chicago, IL
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
9d
Financial Planning Analyst
Merit Financial Advisors —Chicago, IL
- Full-time
- Research
- Mid-level
- Finance
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Pure Financial Advisors, Inc. —Chicago, IL
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Senior Portfolio Manager – Front Barnett Team
Mesirow Financial Administrative Corp —Chicago, IL
- Research
- Office
- Mentoring
Quick Apply
I&O Business Manager
US AMR-Jones Lang LaSalle Americas, Inc. —Chicago, IL
- $84,000 - $127,000 a year
- Online Application
- Background check
- Spanish
- English
- Paid parental leave
- Paid holidays
Quick Apply
Virtual CISO & Cybersecurity Practice Lead
Interdependence —Chicago, IL
- $200,000 - $300,000 a year
- Remote
- 7 years
- HIPAA
- Mentoring
- Profit sharing
- Health insurance
Quick Apply

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Registered Client Relationship Analyst

Morgan Stanley -
Chicago, IL

Apply Now

Job Details

Full-time
$31,200 - $90,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Website maintenance
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Phone call management
Withdrawals

Full Job Description

Job Description
POSITION SUMMARY
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $31,200 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be Illinois (Statewide) eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client relationship analyst jobs in chicago, il

Registered Client Relationship Analyst

Risk Analyst

Board-Certified Behavior Analyst

Financial Advisor/Financial Representative

Financial Advisor - (Career Changers Encouraged)

Equity Research Analyst

Experienced Associate, Portfolio Valuations

Investment Banking Associate

Experienced Analyst, Transaction Opinions & Board Advisory

Senior Analyst, Alternatives Investor Servicing

Trading Analyst – Raleigh, NC

Experienced Associate, Transaction Opinions & Board Advisory

Experienced Associate, Asset-Backed Finance

Registered Behavior Technician

Fiduciary Advisor - Chicago Metro - 100K Base + Uncapped Performance-Based Upside

Financial Planning Analyst

Financial Advisor

Senior Portfolio Manager – Front Barnett Team

I&O Business Manager

Virtual CISO & Cybersecurity Practice Lead

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