Base: $34,320 - $90,000 pyr; bonus: eligible for a...
Active series 7 and series 66 or 63/65 licenses
Strong interpersonal and client service skills
Advanced microsoft office proficiency
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis through trusted relationships
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis through trusted relationships.
The role involves executing money movement transactions, managing account documentation, and assisting with investment portfolio research and reporting.
Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off alongside competitive compensation.
Matching Summary
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis through trusted relationships.
Salary
Base: $34,320 - $90,000 /Yr; Bonus: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), PTO
Skills & Requirements
Must-have
Active Series 7 and Series 66 or 63/65 licenses
Strong interpersonal and client service skills
Advanced Microsoft Office proficiency
Nice-to-have
Two or more years of industry experience preferred
Detail-oriented with superior organizational skills
Ability to work in a fast-paced evolving environment
Key Requirements
High School Diploma required; College degree preferred
Active Series 7 (GS) license mandatory
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Two or more years of industry experience preferred