Accounting & Finance

Client Relationship Specialist — Wealth Management Support

Morgan-Stanley

Town Of Islip · NY · United States

Morgan Stanley in New York seeks a Registered Client Relationship Analyst to support Financial Advisors and client service teams. You will handle money movements, answer questions, onboard clients and educate them on digital tools while maintaining account information.

The role requires a high school diploma, securities licenses (Series 7 and 66 or 63/65), and 2+ years of industry experience; a college degree is preferred.

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Reference: WJ-5385_3898781

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