$34,320 - $90,000 / yr; not specified; medical, pr...
Client relationship management
Money movement transactions
Digital tools enrollment
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily, building trusted relationships through regular client interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily, building trusted relationships through regular client interactions.
Duties include executing money movement transactions, answering non-investment related questions, assisting with account documentation, educating clients on digital tools, and supporting marketing strategies.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and ample opportunity for career growth within the firm.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily, building trusted relationships through regular client interactions.
Salary
$34,320 - $90,000 / Yr; Not specified; Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), Short/Long Term Disability
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Investment portfolio research
Client meeting material preparation
Inbound and outbound calls
Nice-to-have
Client-first mindset
Exceptional interpersonal skills
Collaborative team player
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65