Registered Client Relationship Analyst

Morgan Stanley UK

Oak Brook, United States
$34,320 - $90,000 / yr; bonus/equity: eligible for...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Key responsibilities include client support for money movement, account maintenance, digital tool enrollment, and administrative support for advisors.
  • Morgan Stanley offers a full spectrum of benefits, including medical, dental, vision, paid time off, and a 401(k) plan.

Matching Summary

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

Salary

$34,320 - $90,000 / Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Comprehensive benefits package including Medical, Dental, Vision, PTO, 401(k)

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative team environment
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

  • Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter