Client Relationship Analyst - Finance Support & Admin
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-07-18
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling everyday account tasks. The role involves onboarding, documentation, and educating clients on digital tools.
Candidate should have a high school diploma or equivalent (college degree preferred) and hold active Series7 and Series
66 or Series
63/65 licenses, with 2+ years industry experience and strong communication skills.
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