Client Relationship Analyst

Morstan

Base: $33,280 - $80,0 py; bonus/equity: eligible f...
Client account support
Money movement transactions
Digital tools enrollment
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through 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.
  • The role requires strong interpersonal and client service skills, advanced Microsoft Office proficiency, and a willingness to obtain Series 7 and Series 66/63/65 licenses.

Matching Summary

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.

Salary

Base: $33,280 - $80,0000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Not specified

Skills & Requirements

Must-have

  • Client account support
  • Money movement transactions
  • Digital tools enrollment
  • Investment portfolio research
  • New account opening data entry
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Team player
  • Adaptable
  • Goal oriented
  • Self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter