Private Wealth Management Registered Client Relationship Analyst

Morgan Stanley

Austin, United States
Strong interpersonal skills
Client account management
Advanced microsoft office skills
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors

Job Summary

  • Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.
  • Successful candidates will build trusted relationships with clients and assist with their everyday needs.
  • Morgan Stanley offers a supportive environment with opportunities for growth and comprehensive employee benefits.

Matching Summary

Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client account management
  • Advanced Microsoft Office skills

Nice-to-have

  • Detail oriented
  • Team player
  • Adaptable and able to multitask

Key Requirements

  • High School Diploma
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter