Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Key responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and assisting with administrative tasks like calendar management and expense reporting.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth and comprehensive employee benefits.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Collaborative team environment
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred