Client Relationship Analysts provide exceptional service to clients and support Financial Advisors 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 on a daily basis, building trusted relationships through regular client interactions.
Duties include executing money movement, answering non-investment questions, assisting with account documentation, educating clients on digital tools, and supporting marketing strategies.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and attractive 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 client interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Investment portfolio research support
New account opening data entry
Website maintenance support
Nice-to-have
Client first mindset
Strong interpersonal skills
Collaborate with others
Fast-paced evolving environment
Goal oriented self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)