About this role
Client Relationship Analyst at Morgan Stanley. Location: Columbus, Ohio, United States. Role: supporting clients, executing transactions, managing calendar Requirements: Provide client support for financial advisors, execute money movements, handle account inquiries, maintain calendars and travel, prepare materials, and obtain required securities registrations as needed. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English