Private Wealth Management Client Relationship Analyst

Morgan Stanley UK

Chicago, United States
$33,280 - $90,000 / yr.; bonus/equity: eligible fo...
Exceptional client service
Money movement transactions
Client account inquiries
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
  • Duties include executing money movement, answering account inquiries, assisting with client documentation, educating clients on digital tools, and supporting marketing strategies.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, alongside opportunities for career growth.

Matching Summary

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

Salary

$33,280 - $90,000 / Yr.; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, Holidays

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Client account inquiries
  • Digital tool enrollment
  • Investment portfolio research
  • New account opening support

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) willingness
  • Advanced Microsoft Office skills
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter