Client Relationship Analyst

Morgan Stanley

Pepper Pike, Ohio, United States
Base: $33,280 - $90,000 / yr.; bonus/equity: not s...
Exceptional client service skills
Advanced microsoft office skills
Strong interpersonal skills
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves building trusted relationships and assisting clients with their everyday needs.
  • Morgan Stanley offers a comprehensive benefits package and values diversity and inclusion in the workplace.

Matching Summary

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.

Salary

Base: $33,280 - $90,000 / Yr.; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including medical, dental, and 401(k).

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Advanced Microsoft Office skills
  • Strong interpersonal skills

Nice-to-have

  • Detail-oriented and organized
  • Ability to work in a fast-paced environment
  • Team player with collaboration skills

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter