CandiMentor
Quick Links

Client Relationship Analyst

Morgan Stanley · mumbai, IN
FinanceBanking/Financeclient serviceinterpersonal skillsmicrosoft officedata entryfinancial planningrelationship management

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 transactions, and educate clients on digital tools. The role requires strong interpersonal skills and the ability to manage multiple tasks in a fast-paced environment.

Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial servicesmicrosoft officetime managementorganizational skills
PWM Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial planningrelationship managementcommunicationorganizational skills
Wealth Management Associate
Morgan Stanley · mumbai, IN
client servicefinancial planningdigital marketingportfolio managementrelationship building
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial productsmicrosoft officetime managementinterpersonal skills
Client Relationship Analyst
Morgan Stanley · mumbai, IN
client serviceinterpersonal skillsmicrosoft officedata entrytime management
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial servicesmicrosoft officetime managementinterpersonal skills
Wealth Management Associate
Morgan Stanley · mumbai, IN
client supportfinancial planningdigital marketingportfolio managementinterpersonal skills
Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial servicesmicrosoft officetime managementinterpersonal skills
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client supportfinancial planningrelationship managementbanking productsmicrosoft office
Registered Client Service Associate - Bilingual Spanish/English
Morgan Stanley · mumbai, IN
client servicefinancial planningbankingcommunicationorganization
Financial Planning Analyst
Morgan Stanley · mumbai, IN
financial planningclient servicerelationship managementfinancial analysisms office
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English
Morgan Stanley · mumbai, IN
client servicefinancial planningdigital marketingrelationship managementportfolio management