Client Relationship Analyst

Morgan Stanley UK

Tulsa, United States
Client support and communication
Processing client requests
Onboarding and maintaining client accounts
Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care.
  • The role requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care.

Skills & Requirements

Must-have

  • Client support and communication
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Preparing performance reports
  • Understanding firm policies and procedures

Nice-to-have

  • Elevated standard of care
  • Focus on client goals
  • Proactive participation in firm initiatives
  • Collaborative team environment

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Work Rights

Not specified

Tailored Resume

Cover Letter