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Wealth Management Client Relations Specialist
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2026-07-19
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and their teams. The role focuses on building trusted client relationships, handling routine account tasks, and guiding clients through digital tools and processes.
You will assist with onboarding, data entry, and preparing materials for client meetings while maintaining accuracy and confidentiality in a fast-paced environment.
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