Accounting & Finance

Client Relationship Associate - Wealth Services Support

711 MS Smith Barney, LLC

Dublin · OH · United States

Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks.

The role emphasizes building trusted client relationships, handling routine transactions, and assisting with portfolio-related materials using firm-approved systems. Candidates should be detail-oriented with strong communication and organizational skills.

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Reference: WJ-5385_3972010

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