Private Wealth Management Client Relationship Analyst

Morgan Stanley

Chicago, Illinois, United States
Base: $33,280 - $90,000; bonus/equity: not specifi...
Exceptional client service skills
Advanced microsoft office skills
Detail oriented and organized
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis

Job Summary

  • Client Relationship Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis.
  • Successful candidates will build trusted relationships leading with a client-first mindset.
  • Morgan Stanley offers a full spectrum of benefits and opportunities for career advancement.

Matching Summary

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis.

Salary

Base: $33,280 - $90,000; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Advanced Microsoft Office skills
  • Detail oriented and organized

Nice-to-have

  • Team player with collaboration skills
  • Ability to work in fast-paced environment
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma or equivalent
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter