3 client relationship manager jobs at 3 companies in Ilion, NY
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Client Relationship Analyst
Utica, New York, United States
$16-$41/hrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors; execute transactions, manage calendars and travel, prepare materials, use digital tools; high school diploma required, college preferred; willingness to obtain Series licenses; strong MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and US work authorization without sponsorship.