About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: New Albany, Ohio, United States. Role: providing service, supporting advisors, processing transactions Requirements: High school diploma required; Series 7 and Series 66 or Series 63 and 65 required; strong client service, Microsoft Office and financial product knowledge; exceptional communication and organizational skills. Category: Sales 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