Client Relationship Anaylst

Morstan

Exceptional client service
Strong interpersonal skills
Microsoft office suite proficiency
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 account-related questions, and assisting with client meeting materials.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.

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
  • Strong interpersonal skills
  • Microsoft Office Suite proficiency
  • Time management skills
  • Ability to multitask

Nice-to-have

  • Client-first mindset
  • Team player
  • Adaptable
  • Goal-oriented
  • Self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter