Unknown Company

Client Relations & Wealth Support Analyst

beavercreek, oh • Posted 1 weeks ago
Onsite Full Time Human Resources

Morgan Stanley in Ohio is seeking a Client Relationship Analyst to support Financial Advisors and teams. You will build trusted relationships with clients through daily interactions and help with account inquiries, money movements, and client communications.

The role emphasizes strong interpersonal skills, organization, and proficiency with Microsoft Office. You will handle administrative duties, calendar management, and documentation, with opportunities to learn securities licensing paths.

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