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Usi Insurance

Client Relations Associate - Financial Advisory Support

northern, KY

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About this opportunity

Usi Insurance lists this Client Relations Associate - Financial Advisory Support opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley is seeking an entry level Registered Client Relationship Analyst to support Financial Advisors and their teams. The role emphasizes client service, data entry, and account administration in a fast paced environment.

You will assist in maintaining client accounts, educating clients on digital tools, and supporting the FA/PWA/team with research and meeting materials. Strong interpersonal skills and organizational abilities are essential.

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