Registered 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
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Goal oriented and self-motivated
Team player and collaborator
Adaptable and multitasking ability
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)