Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
This role involves executing money movement transactions, answering general non-investment related questions, and assisting with client account documentation.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and attractive employee benefits.
Matching Summary
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 support and relationship building
Money movement transactions
Account documentation and data entry
Digital tools enrollment
Investment portfolio research support
Marketing strategy support
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Adaptable and multi-tasking
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65