Client Relations Specialist Financial Advisors
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
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
This posting is for the Client Relations Specialist for Financial Advisors role at 711 MS Smith Barney, LLC, based in Garden City, MI, United States.
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