Pwm Client Relationship Analyst

Morgan Stanley

Boston, Massachusetts, United States
Base: $31,200 - $90,000; bonus/equity: not specifi...
Strong interpersonal skills
Advanced microsoft office skills
Detail oriented with superior organizational skills
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 assist clients with their everyday needs and build trusted relationships.
  • Morgan Stanley is committed to diversity and offers comprehensive employee benefits and opportunities for growth.

Matching Summary

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

Salary

Base: $31,200 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Advanced Microsoft Office skills
  • Detail oriented with superior organizational skills

Nice-to-have

  • Team player with collaboration skills
  • Ability to work in a fast-paced environment
  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter