Registered Client Relationship Analyst
Morgan Stanley · mumbai, India
client supportfinancial servicesmicrosoft officerelationship managementdata entryadministrative supportboth
Job Description
Registered Client Relationship Analysts provide exceptional service to clients and support Financial Advisors. Responsibilities include managing client accounts, executing transactions, and assisting with administrative tasks. Strong interpersonal skills and knowledge of financial services products are essential.
Qualifications
High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63 and Series 65.
Skills Required
- client support
- financial services
- microsoft office
- relationship management
- data entry
- administrative support
Location
City: mumbai · Country: India