Morgan Stanley UK is seeking a Registered Client Relationship Analyst in Allentown, United States. The role focuses on providing exceptional client service and administrative support to Financial Advisors, requiring strong interpersonal skills and a client-first mindset
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Responsibilities include executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and assisting with research and client meeting materials.
The role requires active Series 7 and Series 66 (or 63/65) licenses, two or more years of industry experience, and advanced Microsoft Office skills.
Matching Summary
Match Score: 85
Morgan Stanley UK is seeking a Registered Client Relationship Analyst in Allentown, United States. The role focuses on providing exceptional client service and administrative support to Financial Advisors, requiring strong interpersonal skills and a client-first mindset.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Client account onboarding
Investment portfolio research support
Calendar management
Expense report preparation
Nice-to-have
Client first mindset
Strong interpersonal skills
Goal oriented and self-motivated
Ability to multitask
Adaptable to evolving environment
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred