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Client Relations Specialist for Financial Advisors

711 MS Smith Barney, LLC

Morgan Stanley is seeking a detail-oriented client support professional to provide service coverage for Financial Advisors and teams, including account maintenance, money movement requests, and client education on digital tools. The role involves onboarding clients, answering non-investment questions, and supporting marketing and reporting efforts. Qualified candidates will have a high school diploma (college degree preferred), Series 7/66 or 63/65 licenses, and at least two years of industry #J-18808-Ljbffr 711 MS Smith Barney, LLC

Vacancy posted 3 days ago
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