Client Relationship Analyst

Morgan Stanley

Sioux Falls, United States
$34,320 - $90,000 / yr. py
On-site
Exceptional client service
Money movement transactions
Digital tool enrollment
Morgan Stanley is seeking a Client Relationship Analyst in Sioux Falls to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess strong interpersonal skills, attention to detail, and a client-first mindset

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
  • Duties include executing money movement, answering account-related questions, assisting with client documentation, and educating clients on digital tools.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Client Relationship Analyst in Sioux Falls to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess strong interpersonal skills, attention to detail, and a client-first mindset.

Salary

$34,320 - $90,000 / Yr.

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Digital tool enrollment
  • Investment portfolio research
  • Calendar management
  • Expense report preparation

Nice-to-have

  • Client first mindset
  • Fast-paced environment
  • Goal oriented
  • Collaborative team player

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66/63/65
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter