Wealth Management Client Experience Specialist
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-07-25
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley in Coral Gables, FL seeks a Client Relationship Analyst to support Financial Advisors and teams. You will assist with account questions, money movements, and digital tool enrollment, while maintaining client communications and documentation.
Requirements include Spanish fluency, a high school diploma (college degree preferred), and willingness to obtain Series licenses. Strong organization and Excel/Office skills are essential.
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