Base: $15 - $43.27 ph; bonus/equity: not specified...
On-site
Exceptional client service
Interpersonal skills
Microsoft office proficiency
Morgan Stanley is seeking a Client Relationship Analyst in Worcester, United States, who will provide exceptional service to clients and support Financial Advisors. The role emphasizes strong interpersonal skills and the ability to manage administrative tasks while fostering client relationships
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.
Responsibilities include executing money movement transactions, answering non-investment related questions, assisting with account documentation, and educating clients on digital tools.
The role also involves administrative support such as managing calendars, coordinating meetings, preparing expense reports, and handling inbound/outbound calls.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Client Relationship Analyst in Worcester, United States, who will provide exceptional service to clients and support Financial Advisors. The role emphasizes strong interpersonal skills and the ability to manage administrative tasks while fostering client relationships.
Salary
Base: $15 - $43.27 per hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Exceptional client service
Interpersonal skills
Microsoft Office proficiency
Time management skills
Ability to multitask
Nice-to-have
Client-first mindset
Team player
Adaptable
Goal-oriented
Self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses