Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors in Allentown, United States. The ideal candidate will possess strong interpersonal skills and relevant financial industry experience, including licenses such as Series 7 and Series 66
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Key responsibilities include executing money movement transactions, answering general account questions, onboarding clients, and educating them on digital tools.
The role requires strong interpersonal skills, detail orientation, and advanced Microsoft Office skills to assist clients with their everyday needs.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors in Allentown, United States. The ideal candidate will possess strong interpersonal skills and relevant financial industry experience, including licenses such as Series 7 and Series 66.
Skills & Requirements
Must-have
Client account support
Money movement transactions
Digital tool enrollment
Onboarding and maintaining accounts
Answering non-investment questions
Microsoft Office Suite proficiency
Nice-to-have
Client-first mindset
Strong interpersonal skills
Goal-oriented and self-motivated
Ability to multitask
Adaptable to fast-paced environment
Key Requirements
Active Series 7 and Series 66 (or 63 and 65)
Two or more years of industry experience preferred