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.
Duties include executing money movement transactions, answering non-investment related questions, assisting with account documentation, educating clients on digital tools, and supporting marketing strategies.
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 client interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Investment portfolio research
Marketing strategy support
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Adaptable and multi-task
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 and Series 66/63/65
Advanced Microsoft Office skills
Exceptional writing, interpersonal, and client service skills