Base: $34,320.00 - $90,000 py; bonus/equity: not s...
On-site
Exceptional client service
Support financial advisors
Execute money movement transactions
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Responsibilities include executing money movement, answering account-related questions, assisting with documentation, and educating clients on digital tools.
The role also involves administrative support such as managing calendars, preparing expense reports, and handling inbound/outbound calls.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
Salary
Base: $34,320.00 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Exceptional client service
Support Financial Advisors
Execute money movement transactions
Answer non-investment questions
Digital tool enrollment
Manage calendars and travel
Nice-to-have
Client first mindset
Collaborate with others
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
Advanced Microsoft Office skills
Exceptional writing, interpersonal, and client service skills