Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams 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/Private Wealth Advisors/teams on a daily basis, building trusted relationships through regular client interactions.
Duties include supporting client relationship enhancement, executing money movement, answering account-related questions, assisting with documentation, educating clients on digital tools, and preparing client meeting materials.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, Paid Time Off, 401(k), and other special perks, aiming to build and maintain a diverse workforce.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, building trusted relationships through regular client interactions.
Salary
Base: $33,280 - $90,000 / Yr; Bonus/Equity: Discretionary incentive compensation award and potential business unit incentive plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Client meeting material preparation
Inbound and outbound calls
Calendar and travel management
Nice-to-have
Client-first mindset
Team player
Fast-paced environment adaptability
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
Advanced Microsoft Office skills
Exceptional writing, interpersonal and client service skills