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.
Key responsibilities include executing money movement transactions, answering non-investment related account questions, assisting with client documentation, and educating clients on digital tools.
Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, 401(k), and Paid Time Off, supporting employees and their families along their work-life journey.
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.
Salary
$65,000 and $78,000 per year; Discretionary incentive compensation award and discretionary bonus component available; Medical, Dental, Vision, 401(k), Paid Time Off, and other special perks
Skills & Requirements
Must-have
Client service coverage
Money movement transactions
Digital tools enrollment
Investment portfolio research
New account opening
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Team player
Goal oriented
Self-motivated
Results driven
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Advanced Microsoft Office skills
Exceptional writing, interpersonal, and client service skills