Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Key responsibilities include executing money movement transactions, answering non-investment related client questions, assisting with account documentation, 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 interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Investment portfolio research
New account opening data entry
Inbound and outbound calls
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Adaptable and multi-tasking
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 licenses