Client Relationship Analyst

Morgan Stanley UK

Colchester, United States
Base: $33,280 - $80,0 py; bonus/equity: eligible f...
Client relationship building
Money movement transactions
Digital tools enrollment
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
  • Key responsibilities include executing money movement transactions, answering non-investment related account questions, assisting with documentation, and educating clients on digital tools.
  • Morgan Stanley offers comprehensive employee benefits and perks, with ample opportunity for career advancement for those who demonstrate passion and grit.

Matching Summary

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.

Salary

Base: $33,280 - $80,0000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship building
  • Money movement transactions
  • Digital tools enrollment
  • Microsoft Office Suite proficiency
  • Client account support

Nice-to-have

  • Client first mindset
  • Team collaboration
  • Adaptable and multi-tasking
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66/63/65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter