Job Summary

• Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth 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 account documentation, and educating clients on digital tools.
• Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and Paid Holidays, alongside opportunities for career growth and development.

Matching Summary

Salary

Base: $34,320 - $90,000 / Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Comprehensive benefits package including Medical, Dental, Vision, 401(k), PTO, Holidays

Skills & Requirements

Key Requirements

• High School Diploma/Equivalency
• Willingness to obtain Series 7 and Series 66/63/65 licenses
• Industry experience is a plus

Work Rights