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.
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 an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
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.
Skills & Requirements
Must-have
Client support and service
Money movement transactions
Digital tools enrollment
Investment portfolio research
New account opening data entry
Marketing strategy support
Inbound and outbound calls
Nice-to-have
Client first mindset
Superior organizational skills
Ability to collaborate
Fast-paced evolving environment
Goal oriented self-motivated
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses