Jobs at Morgan Stanley

Leads client service and business operations for Financial Advisor and Private Wealth Advisor teams. Defines service models, oversees support professionals, coordinates business matters, supports client relationships, prepares reports and financial plans, manages communications, tracks performance, assists with hiring and training, and executes business plans and firm initiatives. Requires extensive financial services experience, leadership, client service expertise, and active securities licenses.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, processing money movements, answering account questions, preparing documentation and meeting materials, supporting digital tool enrollment, coordinating calendars and calls, handling expense reports, and assisting with account opening and financial planning activities. The role requires strong organization, communication, multitasking, Microsoft Office proficiency, and willingness to obtain required securities licenses.

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

Supports financial advisors and private wealth advisors with client service, account transactions, financial planning, portfolio and client reporting, research, business development, and digital marketing administration. Prepares for client meetings, tracks follow-ups, assists with approved financial plans and reports, supports marketing events and digital communications, and maintains knowledge of firm policies, procedures, and platforms.

Provides inbound client support for account updates, money movement, and trade requests. Identifies customer needs, resolves issues, explains financial products, and uncovers sales opportunities. The role requires efficient process management, ongoing investment education, compliance with company conduct standards, and collaboration with internal teams. Morgan Stanley provides training for Series 7 and Series 63 licensing. This is a 16-week hybrid return-to-work program requiring three office days weekly.

Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include processing money movements, answering account questions, preparing client meeting materials, supporting account opening and financial planning, managing calendars, coordinating calls and events, handling travel and expenses, and maintaining office documentation. The role also supports digital tool enrollment, marketing activities, business plans, and firm initiatives while maintaining compliance with policies and procedures.

Provides inbound customer support for investment accounts, including money movement, account updates, and trade requests. Identifies customer needs, resolves issues, educates clients about financial products, and identifies sales opportunities. The representative follows compliance and conduct standards, collaborates with internal teams, manages follow-ups, and completes ongoing investment and financial markets education. Morgan Stanley provides training for Series 7 and 63 licensing.

Build and maintain client relationships on a Financial Advisor team, assess client objectives, recommend investment and wealth-management strategies, deliver presentations for business development, ensure compliance with industry rules, and coordinate with team members to implement customized financial plans.

Morgan Stanley’s 16-week Chicago Return to Work Program supports experienced professionals returning after a career break of at least two years. Participants receive paid work aligned with their expertise, training, mentorship, and professional development. Available opportunities include Financial Service Representative roles, including an SIE option. The program runs from January 18 through May 7, 2027, with compensation of $28.85 per hour.

Drives AI adoption across a regional Wealth Management field organization. Builds relationships with advisors and leadership, translates AI capabilities into practical workflows, delivers training and coaching, supports product and technology rollouts, identifies business development opportunities, gathers feedback, and develops strategies to sustain adoption across client engagement, prospecting, campaigns, and growth activities.

Provides client service and administrative support to Financial Advisors and Private Wealth Advisors. Responsibilities include handling account inquiries and money movement, preparing client documentation and meeting materials, assisting with digital tools and financial planning data entry, coordinating calendars and calls, managing travel and expenses, and supporting team business plans. Requires strong organization, communication, client service, Microsoft Office, and multitasking skills, with willingness to obtain required securities licenses.

Serve Morgan Stanley wealth management clients through inbound calls, resolving account requests, money movement, updates, and trade inquiries. Identify customer needs, explain financial products, uncover sales opportunities, follow up on outstanding items, manage risk, and collaborate across teams. The paid 16-week return-to-work program includes training and sponsorship for Series 7 and 63 licensing. The role requires a hybrid Chicago schedule, customer-facing experience, SIE exam completion, and strong communication and problem-solving skills.

Handle inbound client calls about portfolios, account updates, money movement, and trade requests. Provide customer service, resolve issues, identify sales opportunities, educate clients about financial products, follow compliance procedures, and pursue Series 7 and 63 licensing through employer-paid training.

Lead a mainframe storage engineering function supporting highly available IBM Z compute and storage platforms. Configure IBM DS8000 and TS7700 infrastructure, manage DFSMS storage policies, backups, replication, disaster recovery, capacity planning, and REXX automation. Troubleshoot outages and dataset access issues, conduct root-cause analysis, and execute complex storage migrations. The role requires expertise in z/OS storage utilities, tape management, FICON, replication protocols, resiliency technologies, and storage performance.

Lead CICS systems engineer responsible for CICS engineering, maintenance, performance tuning, debugging and dump analysis in a 24x7 Sysplex/CICSPlex environment. Interface with developers and operations, perform upgrades and SMP/E maintenance, monitor with Sysview/CICS tools, support WebSphere MQ and COBOL applications, and provide on-call support to resolve production issues.

Manage retention and growth of high-value E*TRADE clients through relationship-building, product education, trade facilitation, and connecting clients to Morgan Stanley services. Deliver exceptional service, resolve client issues, coordinate internal teams, identify cross‑sell opportunities, adhere to compliance, and handle high volumes of client interactions.

This role manages client inquiries in the financial services sector, providing support for complex trading orders, margin issues, and regulatory communications. Strong customer service, problem solving, and knowledge of derivatives trading are essential.

The Financial Planning Director collaborates with Financial Advisors to deliver personalized financial plans for high-net-worth clients, providing expertise in tax, estate planning, and wealth strategies while leading client conversations and enhancing advisor integration.