Client Relationship Analyst
Morgan Stanley2 days ago
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OnsiteFull-timeEntry
Summary
Morgan Stanley is seeking a Client Relationship Analyst to join their team in Dublin, OH. The role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors on a daily basis.
About the Role
As a Client Relationship Analyst, you will be responsible for building trusted relationships with clients, executing money movement transactions, answering non-investment related questions, and assisting with administrative tasks. You will support Financial Advisors and Private Wealth Advisors in enhancing client relationships, educating clients on digital tools, and preparing materials for client meetings. Your role will also include managing calendars, answering calls, and maintaining travel itineraries.
About You
Required:
- High School Diploma/Equivalency.
- Detail oriented with superior organizational skills and ability to prioritize.
- Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint).
- Exceptional writing, interpersonal, and client service skills.
Preferred:
- College degree.
- Industry experience.
- Willingness to obtain Series 7, Series 66 or Series 63, and Series 65 licenses.
Benefits
- Comprehensive employee benefits and perks.
- Opportunities for career advancement within the company.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Dublin, OH