About this role
Client Relationship Analyst at Morgan Stanley. Location: Birmingham, Michigan, United States. Role: supporting clients, managing calendar, preparing materials Requirements: Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and excellent interpersonal skills; willingness to obtain Series licenses. 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