Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Responsibilities include client support such as executing money movement, answering account questions, onboarding accounts, and assisting with marketing strategy.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Salary
Base: $34,320 - $90,000/Yr; Bonus/Equity: Discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client first mindset
Team player
Adaptable and multitasking
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
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