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Registered Client Relationship Analyst at Morgan Stanley

Department: Sales Support

Setup
On-site
Location
Indianapolis, Indiana
Level
not_specified
Posted

Description

Morgan Stanley is hiring a Registered Client Relationship Analyst to support Financial Advisors, Private Wealth Advisors, and teams by managing client relationships, executing money movements, maintaining and onboarding accounts, entering orders and documentation, providing account information, supporting marketing and research, and handling administrative tasks such as calendars, travel, expense reports, and in-office support. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65 registrations, and two or more years of industry experience is preferred; applicants must be authorized to work in the United States without visa sponsorship.

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