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.
Responsibilities include executing money movement transactions, answering general non-investment related questions, entering profile information, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities 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 client interactions.
Skills & Requirements
Must-have
Client account support
Money movement transactions
Digital tool enrollment
Microsoft Office Suite proficiency
Interpersonal and client service skills
Nice-to-have
Client first mindset
Team player
Adaptable and multi-tasking ability
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65