William Yurgae
Client Relationship Analyst at Morgan Stanley
- Role
- Client Relationship Analyst at Morgan Stanley
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
Experience
Client Relationship Analyst
Jan 2026 — Present · West Des Moines, IA, US
I created and manage a client contact database, and use it to schedule client meetings and assist the advisors on my team with managing client contacts and planning meetings. • Collaborate with brokers and planners to ensure excellent customer service and efficient transactions.• Create client reports analyzing their portfolios and giving a clear picture of their accounts.
Education
The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA, Economics
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