Client Relations Analyst – Financial Services Support

Morgan Stanley; Wayzata (MN); On-site; USD 33,250 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Paid Time Off

401(k) plan

Job summary

A global financial services firm in Wayzata, MN is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors. The ideal candidate will have strong interpersonal skills, attention to detail, and the ability to manage client relationships effectively. This full-time role involves daily client interactions, administrative support tasks, and requires a high school diploma with preferred industry experience.

Qualifications

• Experience in client service roles preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisors in cultivating client relationships.
• Assist clients with everyday needs and inquiries.
• Provide administrative support tasks such as managing calendars.

Skills

Interpersonal skills

Detail-oriented

Organizational skills

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Time management

Education

High School Diploma or Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Job description

A global financial services firm in Wayzata, MN is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors. The ideal candidate will have strong interpersonal skills, attention to detail, and the ability to manage client relationships effectively. This full-time role involves daily client interactions, administrative support tasks, and requires a high school diploma with preferred industry experience.