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Client Relationship Specialist Wealth Teams

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 35000 - 90000 USD Yearly USD 35000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Relationship Specialist for Wealth Teams

Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional service to Financial Advisors, PWAs, and teams in Morristown, NJ. The role focuses on cultivating relationships, handling routine client inquiries, and supporting administrative tasks to enable productive client meetings.

The position involves development of digital tool usage, data entry, and coordination of travel and calendar logistics.

We are looking to fill the Client Relationship Specialist for Wealth Teams position at 711 MS Smith Barney, LLC in Morristown, NJ, United States.

This posting is for the Client Relationship Specialist for Wealth Teams role at 711 MS Smith Barney, LLC, based in Morristown, NJ, United States.

The Client Relationship Specialist for Wealth Teams role at 711 MS Smith Barney, LLC is now open for applications in Morristown, NJ, United States.

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