About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: Omaha, Nebraska, United States. Role: supporting clients, executing transactions, managing calendars Requirements: High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. 2+ years industry experience preferred. Advanced Microsoft Office and client service skills required. Category: Finance and Accounting Seniority: Entry Level Tools: MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English