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.
Key responsibilities include executing money movement transactions, onboarding client accounts, educating clients on digital tools, and assisting with administrative tasks.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for career growth and comprehensive benefits.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Skills & Requirements
Must-have
Client account support
Money movement transactions
Digital tool enrollment
Onboarding client accounts
Inbound/outbound calls
Calendar management
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Goal oriented
Adaptable and multi-tasking
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred