Client Relationship Analyst

Morgan Stanley

Boston, Massachusetts, United States
Base: $34,320 - $90,000; bonus/equity: not specifi...
Strong interpersonal skills
Client first mindset
Advanced microsoft office skills
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors daily

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors daily.
  • Successful candidates will build trusted relationships through regular client interactions.
  • Morgan Stanley offers a supportive environment with opportunities for growth and collaboration.

Matching Summary

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors daily.

Salary

Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client first mindset
  • Advanced Microsoft Office skills

Nice-to-have

  • Detail oriented
  • Team player
  • Adaptable and ability to multi-task

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter