Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
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.
Matching Summary
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Client support and relationship building
Executing money movement transactions
Onboarding and maintaining client accounts
Answering non-investment related questions
Microsoft Office Suite proficiency
Nice-to-have
Client first mindset
Strong interpersonal skills
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Two or more years of industry experience preferred