Client Relationship Analyst

Morgan Stanley

Barrington, United States
Base: $34,320 - $90,000pyr; bonus/equity: eligible...
On-site
Exceptional client service
Money movement transactions
Answering general client questions
Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in enhancing client relationships. The role requires strong interpersonal skills, attention to detail, and the ability to excel in a fast-paced environment

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
  • Duties include supporting client relationships, executing money movement, answering account questions, assisting with documentation, and educating clients on digital tools.
  • The role also involves administrative support such as managing calendars, preparing expense reports, and handling inbound/outbound calls.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in enhancing client relationships. The role requires strong interpersonal skills, attention to detail, and the ability to excel in a fast-paced environment.

Salary

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

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Answering general client questions
  • Digital tool enrollment
  • Calendar management
  • Microsoft Office Suite proficiency

Nice-to-have

  • Client first mindset
  • Goal oriented and self-motivated
  • Ability to work in a fast-paced environment
  • Adaptable and multi-tasking skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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