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.
Responsibilities include client support such as executing money movement, answering account questions, onboarding clients, and assisting with marketing strategies.
Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive and comprehensive employee benefits and perks.
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
Client onboarding and maintenance
Order entry
Financial Advisor support
Nice-to-have
Client first mindset
Fast-paced evolving environment
Collaborative team player
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)