morgan stanleyShrewsbury, NJ
Client Relationship Analyst: Wealth Advisory Support
Client Relationship Analyst: Wealth Advisory Support
Client Relationship Analyst: Wealth Advisory Support
morgan stanleyShrewsbury, NJ
yesterday
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Morgan Stanley is hiring for Registered Client Relationship Analysts to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, onboarding, and digital-tool enrollment, while maintaining client relationships and data accuracy. Requirements include a high school diploma or higher, with a college degree preferred, and relevant Series licenses.
Also on the board Same function, level within a rung
Level
Junior
Location
Shrewsbury, NJ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday