Registered Client Relationship Analyst

Morgan Stanley

Mclean, United States
Client service skills
Financial services knowledge
Advanced microsoft office skills
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors

Job Summary

  • Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.
  • Successful candidates will build trusted relationships with clients through regular interactions.
  • Morgan Stanley values diversity and offers comprehensive employee benefits and opportunities for growth.

Matching Summary

Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.

Skills & Requirements

Must-have

  • Client service skills
  • Financial services knowledge
  • Advanced Microsoft Office skills

Nice-to-have

  • Team player
  • Strong time management skills
  • Adaptable and able to multitask

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter