Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Key responsibilities include executing money movement transactions, answering general non-investment related questions, onboarding and maintaining client accounts, and assisting with administrative tasks.
Morgan Stanley is committed to diversifying its workforce and offers attractive and comprehensive employee benefits and perks in the industry.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Skills & Requirements
Must-have
Client account support
Money movement transactions
Digital tools enrollment
Onboarding and maintaining client accounts
Inbound and outbound calls
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Adaptable and multitasking ability
Goal oriented and self-motivated
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred