Registered Client Relationship Analyst

Morstan

Base: $34,320 - $90,000 / yr.; bonus/equity: discr...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis

Job Summary

  • Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
  • Duties include client support such as executing money movement, answering account questions, onboarding accounts, and educating clients on digital tools.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and more.

Matching Summary

Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.

Salary

Base: $34,320 - $90,000 / Yr.; Bonus/Equity: Discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tool enrollment
  • Client account information
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Fast-paced evolving environment
  • Goal oriented self-motivated
  • Collaborate with others
  • Adaptable multitasker

Key Requirements

  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter