Registered Client Relationship Analyst

Morgan Stanley UK

Paramus, United States
$32,219 - $90,000 py; not specified; medical, dent...
Exceptional client service
Money movement transactions
Digital tool 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, answering non-investment related questions, assisting with account documentation, educating clients on digital tools, and supporting marketing strategies.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and 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 interactions.

Salary

$32,219 - $90,000 per year; Not specified; Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Digital tool enrollment
  • Client meeting material preparation
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to fast-paced environment
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter