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711 MS Smith Barney, LLC

Client Relationship Associate - Wealth Services Support

dublin, OH

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Job description

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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Worksite address

dublin, OH, 43016, US

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