Detail-oriented with superior organizational skills
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
The role involves executing money movement transactions, answering account questions, and assisting with investment portfolio research and reporting.
Morgan Stanley offers comprehensive employee benefits, opportunities for career movement, and a culture focused on diversity, inclusion, and putting clients first.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
Skills & Requirements
Must-have
Strong interpersonal and client service skills
Advanced Microsoft Office proficiency
Detail-oriented with superior organizational skills
Nice-to-have
Willingness to obtain Series 7 and Series 66 licenses
Experience in a fast-paced evolving environment
Ability to collaborate effectively as a team player
Key Requirements
High School Diploma required
College degree preferred
Willingness to obtain Series 7, 66, or 63/65 licenses