About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: New Albany, Ohio, United States. Role: providing support, managing accounts, preparing materials Requirements: Provide client service and administrative support for financial advisors; requires high school diploma (college preferred), Series registrations, 2+ years industry experience preferred, advanced Microsoft Office skills, strong communication and organizational skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MS Online, eSign, eAuthorization, Zoom Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English