Client Relationship Architect

Morgan Stanley; Indianapolis (IN); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Morgan Stanley is looking for a Registered Client Relationship Analyst in Indianapolis. This role involves supporting Financial Advisors and cultivating client relationships through excellent service and interpersonal skills.

The ideal candidate will have a high school diploma, relevant industry experience, and strong knowledge of financial services products. Responsibilities include administrative tasks, client onboarding, and assisting with general client queries in a dynamic office setting.

Qualifikationen

• High School Diploma/Equivalency required, college degree preferred.
• Active Series 7 and either Series 66 or Series 63 and 65 required.
• Two or more years of industry experience preferred.

Aufgaben

• Support Financial Advisor(s) in client relationship management.
• Conduct money transactions and document client requests.
• Assist clients with account information and onboarding.
• Provide administrative support including scheduling and expense reporting.

Kenntnisse

Knowledge of financial services products

Organizational skills

Advanced Microsoft Office skills

Interpersonal skills

Time-management skills

Adaptability

Client service skills

Ausbildung

High School Diploma

College degree preferred

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

Two or more years of industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Jobbeschreibung

Morgan Stanley is looking for a Registered Client Relationship Analyst in Indianapolis. This role involves supporting Financial Advisors and cultivating client relationships through excellent service and interpersonal skills.

The ideal candidate will have a high school diploma, relevant industry experience, and strong knowledge of financial services products. Responsibilities include administrative tasks, client onboarding, and assisting with general client queries in a dynamic office setting.