Base: $34,320 - $90,000; bonus/equity: not specifi...
Exceptional client service
Money movement transactions
Digital tools enrollment
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
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 executing money movement transactions, answering non-investment related account questions, assisting with research and client meeting materials, and supporting marketing strategies.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those who show passion and grit.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Salary
Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Included in total compensation package
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Investment portfolio research
New account opening data entry
Marketing strategy support
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Goal oriented
Self-motivated
Results driven
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)