Registered Client Relationship Analyst

Morgan Stanley UK

Chicago, United States
Base: $34,320 - $90,000 / yr.; bonus/equity: discr...
Client account support
Money movement transactions
Digital tools enrollment
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 transactions, answering account questions, onboarding clients, and assisting with marketing strategy.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off.

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; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Client account support
  • Money movement transactions
  • Digital tools enrollment
  • Onboarding and maintaining accounts
  • Inbound and outbound calls
  • Calendar management

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Collaborate with others
  • Fast-paced environment
  • Adaptable and multitask

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