Job Summary

• Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, building trusted relationships through regular client interactions.
• Responsibilities include executing money movement transactions, answering non-investment related account questions, assisting with account documentation, educating clients on digital tools, and supporting marketing strategies.
• Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and other special perks, aiming to build and maintain a diverse workforce.

Matching Summary

Salary

Base: $33,280 - $90,000 / Yr.; Bonus/Equity: Discretionary incentive compensation award and bonus component; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)

Skills & Requirements

Key Requirements

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

Work Rights