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Client Relationship Specialist – Wealth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-09-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Morgan Stanley in Boston is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors, Private Wealth Advisors and teams daily. You will cultivate trusted relationships through a client‑first mindset and strong interpersonal skills to assist clients with their everyday needs.
Duties include client support, calendar management, data entry for new accounts and preparing materials for client meetings using firm tools; strong Office and communication
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