About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: Omaha, Nebraska, United States. Role: providing service, executing transactions, onboarding accounts Requirements: High school diploma required; Series 7 and Series 66 (or Series 63 + Series 65) required; 2+ years industry experience preferred. Strong Microsoft Office skills, knowledge of financial products, and client service abilities. Category: Sales 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