Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Duties include executing money movement transactions, answering non-investment related account questions, assisting with client documentation, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Client support and relationship building
Executing money movement transactions
Answering general client account questions
Digital tools enrollment and education
Maintaining client account documentation
Inbound and outbound call management
Nice-to-have
Client-first mindset
Strong interpersonal skills
Collaborative team player
Adaptable to fast-paced environments
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
Advanced Microsoft Office skills
Exceptional writing, interpersonal and client service skills