Registered Client Relationship Analyst

Morgan Stanley

Portland, United States
Strong interpersonal skills
Client account management
Financial services knowledge
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors

Job Summary

  • Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.
  • Successful candidates will build trusted relationships and assist clients with their everyday needs.
  • Morgan Stanley is committed to diversity and inclusion, offering comprehensive employee benefits and opportunities for growth.

Matching Summary

Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors.

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client account management
  • Financial services knowledge

Nice-to-have

  • Team player
  • Adaptable in fast-paced environments
  • Exceptional writing skills

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter