Accounting & Finance

Client Relationship Specialist (Financial Services)

PowerToFly

Grosse Pointe Woods · MI · United States

Morgan Stanley is seeking a detail-oriented Client Relationship Analyst to support Financial Advisors and client accounts. You will manage onboarding, education on digital tools, and routine account tasks while maintaining high service standards.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment. Licensing requirements apply, with a focus on client-first service and accurate data handling.

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Reference: WJ-5385_3196742

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