Client Relationship Specialist

Byrne Dairy; City of Utica (NY); On-site; USD 22,041 - 56,302; Full time

Job summary

Morgan Stanley in City of Utica is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors. This role involves building trusted relationships, assisting clients with transactions, and managing administrative tasks.

The ideal candidate should possess a High School diploma, excellent organizational skills, and advanced Microsoft Office skills. Join a collaborative team dedicated to client service excellence and professional development.

Qualifications

• High School Diploma required; college degree preferred.
• Detail-oriented with superior organizational skills.
• Advanced skills in Microsoft Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Provide service coverage for the FA/PWA/team.
• Assist with client transactions and account inquiries.
• Manage scheduling and logistics for meetings.

Skills

Detail orientated

Advanced Microsoft Office skills

Exceptional writing skills

Strong interpersonal skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Job description

Morgan Stanley in City of Utica is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors. This role involves building trusted relationships, assisting clients with transactions, and managing administrative tasks.

The ideal candidate should possess a High School diploma, excellent organizational skills, and advanced Microsoft Office skills. Join a collaborative team dedicated to client service excellence and professional development.