Wealth Client Relations Analyst

Morgan Stanley; Ponte Vedra Beach (FL); In loco; USD 42.000 - 60.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley in Ponte Vedra Beach, FL seeks a Registered Client Relationship Analyst to deliver exemplary client service and support Financial Advisors and Private Wealth Advisors. You will handle daily client needs, onboarding, documentation, and digital-tool adoption while maintaining accurate profiles and facilitating smooth transactions.

Ideal candidates have a High School diploma or equivalent, 2+ years in financial services, and active Series licenses.

Competenze

• High school diploma or equivalent required
• College degree preferred
• Active securities licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• 2+ years of industry experience preferred

Mansioni

• Cultivate and enhance client relationships with FA/PWA/team
• Execute money movement transactions for clients
• Answer non-investment questions and relay account balances
• Enter profile information and pre-fill account documents
• Educate clients on digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts with required documentation
• Provide clients with account details (objectives, risk tolerance)
• Enter unsolicited or solicited orders as directed
• Assist FAs/PWAs/teams with business plans and client service models
• Support marketing and website maintenance efforts
• Assist with research for investment portfolios and meeting materials
• Data entry for new accounts and financial planning
• Remain current on policies and platforms
• Participate in training and special projects

Conoscenze

Interpersonal skills

Time management

Attention to detail

MS Office proficiency

Client service

Team player

Adaptability

Goal oriented

Strong writing

Formazione

High School Diploma/Equivalency

College degree preferred

Series licenses (7,66/63,65)

Strumenti

MS Office

Descrizione del lavoro

Morgan Stanley in Ponte Vedra Beach, FL seeks a Registered Client Relationship Analyst to deliver exemplary client service and support Financial Advisors and Private Wealth Advisors. You will handle daily client needs, onboarding, documentation, and digital-tool adoption while maintaining accurate profiles and facilitating smooth transactions.

Ideal candidates have a High School diploma or equivalent, 2+ years in financial services, and active Series licenses.