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Client Relations Associate - Financial Advisory

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: Usi Insurance
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 42000 - 60000 USD Yearly USD 42000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Relations Associate - Financial Advisory Support

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.

This posting is for the Client Relations Associate - Financial Advisory Support role at Usi Insurance, based in Rockford, IL, United States.

The position is based in Rockford, IL, United States.

This opportunity is part of our work in Human Resources, Sales.

The advertised compensation is 42.000 - 60.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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