About this role
Registered Client Relationship Analyst at Morgan Stanley. Location: Wayzata, Minnesota, United States. Role: providing service, supporting advisors, managing transactions Requirements: High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63+65 required; 2+ years industry experience preferred. Strong client service, organizational skills, and advanced Microsoft Office proficiency. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English