Registered Client Relationship Analyst

Responsibilities

• Provide exceptional service to clients and support Financial Advisors (FAs) or Private Wealth Advisors (PWAs) on a daily basis
• Execute money movement transactions and assist with account onboarding and maintenance
• Answer non-investment related client questions regarding account balances and stock positions
• Assist with clerical tasks including data entry, document preparation, and research relating to investment portfolio holdings
• Manage administrative duties such as calendar coordination, meeting logistics, travel itineraries, and expense reporting
• Educate and enroll clients in digital tools and platforms

Requirements

• High School Diploma or equivalent (College degree preferred)
• Active Series 7 and Series 66, or Series 63 and Series 65
• Knowledge of financial services products including equities, bonds, options, and mutual funds
• Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• Strong interpersonal, writing, and client service skills
• Ability to work in a fast-paced, evolving environment

Preferred Qualifications

• Two or more years of industry experience

About the Company

Morgan Stanley advises, originates, trades, manages, and distributes capital for people, governments, and institutions. Guided by core values of putting clients first and doing the right thing, we strive to provide first-class service and innovative strategies to help our clients reach their goals.