About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: Orland Park, Illinois, United States. Role: supporting clients, executing transactions, managing calendar Requirements: High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 & 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products, strong client service and organizational skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English