Wealth Client Services & Onboarding Specialist
Listed on 2026-10-04
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Finance & Banking
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Customer Service/HelpDesk
Morgan Stanley is seeking a Registered Client Relationship Analyst in the United States to provide dedicated client service and support Financial Advisors and Private Wealth Advisors in daily activities.
The role requires handling account inquiries, processing money movements, onboarding clients, educating on digital tools, and assisting with research and materials for client meetings as part of a client-first service model.
As a Wealth Client Services & Onboarding Specialist, you will play an important part at 711 MS Smith Barney, LLC in IN, United States.
Step into the Wealth Client Services & Onboarding Specialist role at 711 MS Smith Barney, LLC in IN, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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