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-LjbffrClient Relations Specialist for Financial Advisors in garden city at Unknown Company
This position is listed as full time and onsite.