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 general non-investment related questions, assisting with research and client meeting materials, and supporting marketing strategies.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits and perks.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Investment portfolio research
Inbound and outbound calls
Calendar and meeting coordination
Nice-to-have
Client-first mindset
Interpersonal skills
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Team player and collaborator
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65 licenses
Advanced Microsoft Office skills
Exceptional writing, interpersonal, and client service skills