Max Bryant Email
Client Services Consultant @ Morgan Stanley
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Max Bryant Location
- Melbourne, VIC, AU
Max Bryant Work
- Client Services Consultant @ (May 2026 - Present)
- Investor Services Officer @ (October 2025 - May 2026)
- Investment Management - Private Client and Charity Administrator @ (June 2022 - December 2024)
- Client Administrator @ (June 2022 - June 2022)
- Investment Operations Assistant @ (August 2020 - June 2022)
- Senior Complaints Associate @ (April 2020 - August 2020)
- Investments Operations Technician Apprenticeship IOC Level 3 @ (April 2018 - April 2020)
Max Bryant Education
- The Chartered Institute for Securities & Investment (The CISI)
IAD Level 4
2022-2024 - Chelmsford College
BTEC Business Studies Level 3 Diploma
2015-2017 - William De Ferrers School
BTEC Sports Leadership
2013-2015 - William De Ferrers School
9 GCSEs A-C
Max Bryant Skills
- Charitable Trusts
- Client Onboarding
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Documentation
- Health & Safety
- Hygiene
- Inspection
- Investigation
- Investment Management
- KYC Verification
- Pension Administration
- Portfolio Management
- Private Clients
- Project Planning
- Regulatory Compliance
- Volunteering
- Wealth Management Services
- dealing
Max Bryant Summary
- Max Bryant, based in Melbourne, VIC, AU, is currently a Client Services Consultant at Morgan Stanley. Max Bryant brings experience from previous roles at Netwealth - See Wealth Differently (ASX:NWL) and Evelyn Partners. Max Bryant holds a 2022 - 2024 IAD Level 4 @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Charitable Trusts, Client Onboarding, Client Relations, Communication, Customer Relationship Management (CRM) and more. Max Bryant has 1 emails on RocketReach.
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