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Client Relationship Specialist

Job in Town of Oneonta, Otsego County, New York, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor / Consultant, Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 22000 - 59000 USD Yearly USD 22000.00 59000.00 YEAR
Job Description & How to Apply Below
Location: Town of Oneonta

Morgan Stanley in the United States is seeking a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role centers on building trusted relationships with clients while prioritizing a client-first mindset to assist with everyday needs.

Key duties include client support, administrative tasks, calendar coordination, travel and expense processing, and collaboration with team members.

Consider building your career as a Client Relationship Specialist at Morgan Stanley.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Relationship Specialist role in the description above.

We appreciate your interest in this position.

Join Morgan Stanley and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

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