Morgan Stanley
Registered Client Relationship Analyst
Pittsburgh, Pennsylvania, United States of America
Sponsorship not specifiedDetected 5 days ago
Outbound SalesExcelLogisticsResearchTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
- We do it in a way that's differentiated - and we've done that for 90 years.
- At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Responsibilities
- Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
- Assisting with general in-office support functions such as copying, filing, and scanning documentation
Requirements
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Skills
- Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
- There's also ample opportunity to move about the business for those who show passion and grit in their work.
- For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Benefits
- Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
- Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
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