Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors/Private Wealth Advisors in building and maintaining client relationships. The role requires strong interpersonal skills and knowledge of financial services products, with responsibilities that include administrative support and client account management
Job Summary
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Assist clients with their everyday needs, including executing money movement transactions and answering general non-investment related questions.
Manage administrative tasks such as answering inbound calls, managing calendars, and preparing expense reports.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors/Private Wealth Advisors in building and maintaining client relationships. The role requires strong interpersonal skills and knowledge of financial services products, with responsibilities that include administrative support and client account management.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Investment portfolio research support
Calendar and travel management
Nice-to-have
Client-first mindset
Team collaboration
Adaptable to fast-paced environment
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred