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Private Wealth Management Client Relationship Analyst at Morgan Stanley

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

95000.0

Posted On

07 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Detail Orientated, Organizational Skills, Advanced Microsoft Office Skills, Team Player, Collaboration, Fast-Paced Environment, Adaptability, Multi-Tasking, Goal Oriented, Self-Motivated, Results Driven

Industry

Financial Services

Description

CLIENT SUPPORT High School Diploma/Equivalency Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

Responsibilities

The Private Wealth Management Client Relationship Analyst will provide client support and assist in managing client relationships. The role requires collaboration with team members and the ability to adapt to a fast-paced environment.