Registered Client Relationship Analyst
Morgan Stanley · mumbai, India
client servicefinancial analysismicrosoft officerelationship managementdata entryorganizational skillsboth
Job Description
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis. They build trusted relationships through regular interactions, assist with account management, and educate clients on digital tools. The role requires strong interpersonal skills and the ability to multitask in a fast-paced environment.
Qualifications
High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63 and Series 65.
Skills Required
- client service
- financial analysis
- microsoft office
- relationship management
- data entry
- organizational skills
Location
City: mumbai · Country: India