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Wealth Client Relationship Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-22
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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