Registered Client Relationship Analyst

Morgan Stanley UK

Peoria, United States
$68,000 - $120,000 / yr; bonus/equity: eligible fo...
Client first mindset
Exceptional client experience
Digital marketing execution
As senior members of the service team, you will build trusted relationships with clients and support Financial Advisors in delivering an exceptional client experience

Job Summary

  • As senior members of the service team, you will build trusted relationships with clients and support Financial Advisors in delivering an exceptional client experience.
  • Responsibilities include assisting with digital marketing, portfolio holdings, financial planning, and executing administrative elements of marketing strategies.
  • Morgan Stanley offers a comprehensive benefits package including Medical, Dental, Vision, Paid Time Off, 401(k), and various insurance plans.

Matching Summary

As senior members of the service team, you will build trusted relationships with clients and support Financial Advisors in delivering an exceptional client experience.

Salary

$68,000 - $120,000 / Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, PTO, 401(k)

Skills & Requirements

Must-have

  • Client first mindset
  • Exceptional client experience
  • Digital marketing execution
  • Financial planning assistance
  • Portfolio holdings analysis

Nice-to-have

  • Strong leadership skills
  • Team player with collaboration
  • Goal oriented and results driven
  • Adaptable and multi-tasking ability

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  • Four-year college degree or professional certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter