Client Relationship Analyst

Morgan Stanley UK

Sioux Falls, United States
$34,320 - $90,000 / yr.; bonus/equity: discretiona...
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Exceptional client service
Money movement transactions
Answering non-investment questions
** Morgan Stanley UK is seeking a Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors in Sioux Falls, South Dakota. The ideal candidate should possess strong interpersonal skills, attention to detail, and a client-first mindset, with a willingness to pursue relevant certifications. **

Job Summary

  • Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

Match Score: 75

** Morgan Stanley UK is seeking a Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors in Sioux Falls, South Dakota. The ideal candidate should possess strong interpersonal skills, attention to detail, and a client-first mindset, with a willingness to pursue relevant certifications. **

Salary

$34,320 - $90,000 / Yr.; Bonus/Equity: Discretionary incentive compensation award and discretionary bonus component; Benefits: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Answering non-investment questions
  • Digital tool enrollment
  • Calendar management
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Goal oriented and self-motivated
  • Collaborate with others
  • Adaptable and multi-tasking

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter