• Registered Client Relationship Analyst *

    Morgan Stanley (Atlanta, GA)
    …the request of the client and/or FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock positions and ... * Provide existing clients with details around their account information (eg, investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or… more
    Morgan Stanley (08/21/24)
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