Accounting & Finance

Client Relations Associate - Financial Advisory Support

Usi Insurance

Rockford · IL · United States

Morgan Stanley is seeking an entry level Registered Client Relationship Analyst to support Financial Advisors and their teams. The role emphasizes client service, data entry, and account administration in a fast paced environment.

You will assist in maintaining client accounts, educating clients on digital tools, and supporting the FA/PWA/team with research and meeting materials. Strong interpersonal skills and organizational abilities are essential.

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Reference: WJ-5385_3286124

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