Client Relationship Analyst
Mclean, VA · On-site
Client Relationship Analyst POSITION SUMMARY Client Relationship Analysts provide exceptional ... CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team ...
Mclean, VA · On-site
Client Relationship Analyst POSITION SUMMARY Client Relationship Analysts provide exceptional ... CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team ...
Mclean, VA · On-site
Client Relationship Analyst POSITION SUMMARY Client Relationship Analysts provide exceptional ... CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team ...
Herndon, VA · On-site
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... followed Analyze and react to the results of monthly metrics Take action to drive change and ...
Herndon, VA · On-site
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... followed Analyze and react to the results of monthly metrics Take action to drive change and ...
$23.50 - $26/hr
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... • Analyze and react to the results of monthly metrics • Take action to drive change and ...
Quick apply
$23.50 - $26/hr
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... • Analyze and react to the results of monthly metrics • Take action to drive change and ...
Herndon, VA · On-site
$23.50 - $26/hr
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... • Analyze and react to the results of monthly metrics • Take action to drive change and ...
Herndon, VA · On-site
$23.50 - $26/hr
The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... • Analyze and react to the results of monthly metrics • Take action to drive change and ...
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Bethesda, MD · On-site
$74.39K - $103.81K/yr
Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down ... Client Services Time Type: Full time Primary Location: Bethesda Maryland United States Primary ...
Bethesda, MD · On-site
$74.39K - $103.81K/yr
Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down ... Client Services Time Type: Full time Primary Location: Bethesda Maryland United States Primary ...
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
$74.39K - $103.81K/yr
Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down ... Client Services Time Type: Full time Primary Location: Bethesda Maryland United States Primary ...
$74.39K - $103.81K/yr
Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down ... Client Services Time Type: Full time Primary Location: Bethesda Maryland United States Primary ...
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Leesburg, VA · On-site
$18.25 - $23.75/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Leesburg, VA · On-site
$18.25 - $23.75/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Glen Burnie, MD · On-site
$17.50 - $23/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Glen Burnie, MD · On-site
$17.50 - $23/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Chantilly, VA · On-site
$18.50 - $24/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Chantilly, VA · On-site
$18.50 - $24/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Herndon, VA · On-site
$18.50 - $24.25/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
Herndon, VA · On-site
$18.50 - $24.25/hr
Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...
$147.05K - $198.95K/yr
The Client Service team has a dedicated role in this mission by actively gathering client feedback ... Strong understanding of data analysis, CRM systems, and how to use qualitative data to drive ...
$147.05K - $198.95K/yr
The Client Service team has a dedicated role in this mission by actively gathering client feedback ... Strong understanding of data analysis, CRM systems, and how to use qualitative data to drive ...
Maryland City, MD · On-site
$18.50 - $24/hr
... analyze and solve problems. Translates problems into practical solutions. • Client service skills ... Consistently ensures the team provides the client with attentive, courteous and informative service.
Maryland City, MD · On-site
$18.50 - $24/hr
... analyze and solve problems. Translates problems into practical solutions. • Client service skills ... Consistently ensures the team provides the client with attentive, courteous and informative service.
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
Services basic inquiries and scheduling of meetings with prospective and existing clients * Respond ... Run retirement, cash flow, and scenario analyses * Prepare client-ready reports and presentations
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Analyze and research account information. * Organize, manage, and track multiple, detailed tasks ...
New
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... Analyze and research account information. * Organize, manage, and track multiple, detailed tasks ...
New
Leesburg, VA · On-site
$18.25 - $23.75/hr
... analyze and solve problems. Translates problems into practical solutions. • Client service skills ... Consistently ensures the team provides the client with attentive, courteous and informative service.
Leesburg, VA · On-site
$18.25 - $23.75/hr
... analyze and solve problems. Translates problems into practical solutions. • Client service skills ... Consistently ensures the team provides the client with attentive, courteous and informative service.
$16.88 - $20.32
11% of jobs
$23.42 is the 25th percentile. Wages below this are outliers.
$20.32 - $23.76
16% of jobs
$23.76 - $27.20
16% of jobs
The median wage is $28.92 / hr.
$27.20 - $30.64
15% of jobs
$30.64 - $34.08
11% of jobs
$36.57 is the 75th percentile. Wages above this are outliers.
$34.08 - $37.52
10% of jobs
$37.52 - $40.96
4% of jobs
$40.96 - $44.40
2% of jobs
$44.40 - $47.84
2% of jobs
$47.84 - $51.28
3% of jobs
$51.28 - $54.72
11% of jobs
$16
$33
$54

Full-time
Posted 19 days ago
Client Relationship Analyst
Job Description
POSITION SUMMARY
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
ADMINISTRATIVE SUPPORT:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
Reports to:
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. 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. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Sourced by ZipRecruiter
Non-profits
51 - 200 Employees
Denver, CO, US
1872