Client Relationship Analyst

Morgan Stanley

Traverse City, United States
Exceptional client service skills
Advanced microsoft office skills
Detail oriented and organized
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.
  • A successful candidate will build trusted relationships with clients and assist them with their everyday needs.
  • Morgan Stanley offers a supportive environment with opportunities for career growth and comprehensive employee benefits.

Matching Summary

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Advanced Microsoft Office skills
  • Detail oriented and organized

Nice-to-have

  • Team player with collaboration skills
  • Ability to work in fast-paced environment
  • Adaptable and multi-tasking

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter