Unknown Company

Wealth Client Relationship Specialist

atlanta, ga • Posted 1 weeks ago
Onsite Full Time Human Resources

Morgan Stanley seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in Atlanta. You will help cultivate client relationships, perform clerical tasks, and onboard new clients with required documentation and digital tools.

Responsibilities include processing inquiries, assisting with account maintenance, and supporting the team with research and client meetings using firm-approved systems. Strong communication and organizational skills are essential.

#J-18808-Ljbffr
Back to Job Search