Morgan Stanley

Registered Client Relationship Analyst

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Dallas • Colorado • Texas • United States

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Salary

💰 $34,653 - $85,000 per year

About the role

  • Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • Assists Financial Advisor(s) / team in delivering against their business plan and client service model
  • Supporting the Financial Advisor/ team marketing strategy
  • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams

Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • 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
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven
Benefits
  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
money movement transactionsdata entryfinancial planninginvestment portfolio researchperformance reportingclient onboardingclient account maintenanceclient relationship managementfinancial services productsdetail orientation
Soft Skills
organizational skillstime managementinterpersonal skillsclient service skillsteam collaborationadaptabilitymultitaskinggoal orientationself-motivationresults driven
Certifications
High School DiplomaSeries 7Series 66Series 63Series 65