About this opportunity
Morgan-Stanley lists this Client Relationship Specialist — Wealth Management Support opportunity in town of islip, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.