Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include supporting client relationship enhancement, executing money movement, answering account inquiries, onboarding/maintaining accounts, and educating clients on digital tools.
Morgan Stanley offers an environment to work alongside the best and brightest, with ample opportunity for growth and comprehensive employee benefits and perks.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Client account support
Money movement transactions
Digital tools enrollment
Client onboarding and maintenance
Inbound and outbound calls
Calendar and meeting coordination
Nice-to-have
Client first mindset
Interpersonal skills
Team player
Adaptable and multitasking
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred