Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Key responsibilities include executing money movement transactions, answering non-investment related account questions, assisting with account documentation, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Investment portfolio research
New account opening support
Inbound and outbound calls
Nice-to-have
Client first mindset
Strong interpersonal skills
Collaborative team player
Adaptable to change
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65