Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Responsibilities include executing money movement transactions, answering general account questions, and assisting with research and client meeting materials.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career growth.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Investment portfolio research support
Calendar management
Expense report preparation
Nice-to-have
Client first mindset
Strong interpersonal skills
Collaborate with others
Work in a fast-paced environment
Adaptable and multi-tasking ability
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 and Series 66/63/65
Advanced Microsoft Office skills
Exceptional writing, interpersonal and client service skills