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Client Relationship Analyst

Morgan Stanley · mumbai, India
client servicefinancial advisingmicrosoft officedata entryrelationship managementboth

Job Description

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis. They build trusted relationships through regular interactions and assist clients with their everyday needs, including executing transactions and answering account-related questions. The role requires strong interpersonal skills and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

High School Diploma/Equivalency; College degree preferred

Skills Required

  • client service
  • financial advising
  • microsoft office
  • data entry
  • relationship management

Location

City: mumbai · Country: India