Registered Client Relationship Analyst

Morgan Stanley

Peoria, United States
Base: $68,000 - $120,000; bonus/equity: annual dis...
Strong interpersonal skills
Client service experience
Financial planning support
As senior members of the service team, individuals in this role build trusted relationships with clients

Job Summary

  • As senior members of the service team, individuals in this role build trusted relationships with clients.
  • The successful candidate will focus on delivering an exceptional client experience and supporting Financial Advisors.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career advancement.

Matching Summary

As senior members of the service team, individuals in this role build trusted relationships with clients.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Annual discretionary incentive compensation; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client service experience
  • Financial planning support

Nice-to-have

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

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter