Client Service & Onboarding Specialist - Financial Services
711 MS Smith Barney, LLC
Morgan Stanley in New Jersey seeks Registered Client Relationship Analysts to provide exceptional client service and support Financial Advisors and teams daily, building trusted relationships with a client-first mindset. Responsibilities include handling money movements, account information, onboarding, educating clients on digital tools, data entry, and preparing materials for meetings; requires Series 7/66/63/65 and 2+ years of industry experience. #J-18808-Ljbffr 711 MS Smith Barney, LLC
Vacancy posted 2 days ago
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