Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Complex Trade Support Client Relationship Manager

Complex Trade Support Client Relationship Manager

Morgan Stanley · Chicago, IL · posted 14 days ago

In short: Complex Trade Support Client Relationship Manager at Morgan Stanley in Chicago, IL, posted 14 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Morgan Stanleyemployer

Chicago, ILlocation

Banking and wealth advisorysub-niche

14 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-25

Employer	Morgan Stanley
Location	Chicago, Illinois
Field	Finance and Insurance › Banking and wealth advisory
Level	Senior Level
Source category	Account Management
Posted	2026-10-25 (14 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

Position Summary:

This position utilizes excellent customer service and problem solving skills to confidently provide information and education to our customers in a timely, efficient, professional manner; provides clear and accurate responses to customer questions primarily through inbound phone calls; appropriately researches and resolves problems relating to customer accounts and inquiries; meets established performance expectations; develops a comprehensive operational understanding of the financial services industry; proactively learns and remains up-to-date with the Company's products and services.

Role Responsibilities:

Provide timely, accurate, and informative answers via phone calls to clients and internal partners
Assist clients with complex order execution, margin treatment, and risk-related inquiries
Analyze client positions and provide updates regarding expiring positions or procedures and addressing related margin calls
Provide extended support to clients in the way of corporate actions and dividends
Effectively communicate ETRADE policies and procedures, as well as industry regulations, as they relate to various client scenarios
Manage daily volume of inbound calls and inquiries submitted via Teams channels
Identify opportunities to refer clients to a Morgan Stanley Advisor for advice

Minimum Qualifications:

Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification
Minimum Years of Experience: 2 years of customer-facing, brokerage experience with significant acumen regarding derivatives trading, margin treatment, and risk management

Preferred Skills:

Bachelor's Degree preferred
Thorough understanding of the securities industry and regulations with a particular emphasis on derivatives trading
Proven background in trading-focused role with extensive knowledge of margin treatment and risk management
Familiarity with Portfolio Margin accounts and treatment
Ability to work independently and utilize decision-making skills to address and resolve client issues
Strong work ethic, extraordinary interpersonal skills, and team orientation

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.

For Illinois:

Salary range for the position: $58,000.00 and $115,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be 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 20 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 .

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in Illinois Jobs in Chicago, IL Chicago city guide Illinois state guide Cook County economy

View this job and apply on The Muse →

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About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in Chicago, IL. Below is what the official statistics say about living and working there.

How Chicago compares. Among the 100 largest places in Illinois, Chicago is #1 by population, #96 for homeownership (#1 = highest), #87 for long commutes (#1 = fewest), #22 for remote work (#1 = most). Its county, Cook County, is #2 of 102 counties for average pay ($86,931).

The place in numbers

Chicago has 2,711,226 residents (ACS 2020–2024), about 21.4% of the population of Illinois. It covers 228 square miles of land, which works out to roughly 11,904 people per square mile. The median age is 35.8, 8% younger than the state median (35.8 against 39.0).

Housing

The median gross rent is $1,440 a month (rent plus utilities), 13% above the state median ($1,440 against $1,274). Over a year that is 22.2% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $334,100, which is 4.3 times the median household income ($77,902). 46.0% of households own their home, 31% below the state average (46.0% against 67.1%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Chicago-Naperville-Elgin, IL-IN metropolitan area has 4,513,280 jobs in the BLS wage survey, and the median pay across all occupations is $54,720 a year, 7% above the national median ($54,720 against $50,980). The biggest occupation groups are office and administrative support (488,940 jobs, median $48,840); transportation and material moving (484,580 jobs, median $45,920); management (404,010 jobs, median $131,890). The area is most specialised in management (1.2 times) and transportation and material moving (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($131,890) and legal ($112,440). In 2026M09 the unemployment rate of Cook County was 4.7%. 67.5% of residents aged 16 and over are in the labour force. The city lies in Cook County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 44.8% drive alone, 17.7% use public transit, 5.8% walk, 21.0% work from home. 27.5% of workers commute 45 minutes or more, 39% above the state average (27.5% against 19.7%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

44.3% of adults aged 25 and over hold a bachelor's degree or higher, 17% above the state share (44.3% against 37.9%). 20.9% of residents were born outside the United States, 42% above the state share (20.9% against 14.8%). The poverty rate is 16.8%, 43% above the state rate (16.8% against 11.8%).

Climate

The warmest month is Aug, averaging 73°F (22.6°C), and the coolest is Jan at 28°F (-2.5°C). About 981 mm (39 inches) of precipitation falls in a year; May is the wettest month (117 mm) and Jan the driest (48 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Cicero (4 miles, rent 20% lower); Berwyn (5 miles, rent 16% lower); Oak Park (6 miles, rent 11% higher); Burbank (8 miles, rent 12% lower). Rent differences are against Chicago; use the Compare tab to put any two cities side by side.

Full guide to Chicago →Illinois guide All jobs in Chicago

Official links for Chicago

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Chicago, IL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Chicago, IL	0 mi	$1,440	$334,100	$77,902	27.5%	n/a	Jobs
Cicero, IL	4 mi	$1,154	$249,400	$70,842	20.3%	n/a	—
Berwyn, IL	5 mi	$1,215	$299,800	$78,408	21.3%	n/a	—
Oak Park, IL	6 mi	$1,593	$465,500	$110,820	28.9%	n/a	—
Burbank, IL	8 mi	$1,265	$275,700	$80,116	26.7%	n/a	—
Elmwood Park, IL	9 mi	$1,334	$339,300	$91,955	31.4%	n/a	—
Oak Lawn, IL	9 mi	$1,335	$281,200	$83,911	27.4%	n/a	—
Melrose Park, IL	10 mi	$1,176	$275,800	$66,189	16.8%	n/a	—
Elmhurst, IL	14 mi	$1,975	$545,400	$149,644	24.5%	n/a	—
Skokie, IL	14 mi	$1,552	$387,200	$95,337	21.0%	n/a	—
Evanston, IL	14 mi	$1,762	$481,200	$96,434	21.6%	n/a	—
Park Ridge, IL	15 mi	$1,537	$551,200	$142,986	22.2%	n/a	—
Niles, IL	15 mi	$1,336	$358,700	$75,274	17.9%	n/a	—
Westmont, IL	15 mi	$1,533	$379,100	$88,090	17.1%	n/a	—
Morton Grove, IL	15 mi	$2,164	$389,100	$111,116	21.8%	n/a	—
Oak Forest, IL	16 mi	$1,328	$255,100	$91,990	27.3%	n/a	—
Wilmette, IL	17 mi	$1,978	$810,600	$190,662	32.6%	n/a	—
Lombard, IL	17 mi	$1,948	$335,700	$100,362	16.2%	n/a	—
Downers Grove, IL	18 mi	$1,656	$449,800	$115,114	20.8%	n/a	—
Des Plaines, IL	18 mi	$1,606	$335,600	$97,875	18.6%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Chicago, IL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Chicago, IL	0 mi	2,711,226
Indianapolis, IN	164 mi	885,860
Columbus, OH	277 mi	914,802
Charlotte, NC	589 mi	903,844
Philadelphia, PA	667 mi	1,579,706
Oklahoma City, OK	688 mi	697,125
New York, NY	718 mi	8,483,844
Dallas, TX	799 mi	1,307,930
Fort Worth, TX	820 mi	963,194
Jacksonville, FL	862 mi	977,670
Denver, CO	909 mi	718,877
Houston, TX	937 mi	2,328,253
Austin, TX	974 mi	979,539
San Antonio, TX	1,048 mi	1,479,835
Phoenix, AZ	1,445 mi	1,642,323
San Diego, CA	1,724 mi	1,389,526
Seattle, WA	1,732 mi	754,195
Los Angeles, CA	1,749 mi	3,857,263
San Jose, CA	1,832 mi	990,138
San Francisco, CA	1,885 mi	830,235

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Arlington Heights, IL	24 mi	10
Deerfield, IL	24 mi	2
Hoffman Estates, IL	28 mi	2
Aurora, IL	32 mi	3
Wauwatosa, WI	87 mi	1
Holland, MI	103 mi	2
Kalamazoo, MI	112 mi	2

The employer

Morgan Stanley is the employer in this listing. See all its open jobs here →

It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Morgan Stanley

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Complex Trade Support Client Relationship Manager job at Morgan Stanley?

A senior level role in finance and insurance (banking and wealth advisory) listed 14 days ago. The full description is on this page and on The Muse.

Where is this job?

Chicago, IL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Chicago is $1,440 a month and median household income $77,902 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-25 (14 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Illinois.

Sources and terms

Job data: The Muse public API (listing dated 2026-10-25). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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