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Banking & Finance Financial Services

Wealth Client Relations Specialist

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Relationship Analyst in Portland, ME. This role involves providing exceptional client support and assisting Financial Advisors in managing client accounts. The successful candidate should have strong interpersonal skills, a detail-oriented mindset, and knowledge of financial products. Ideal applicants will have a High School Diploma and preferably a college degree, along with Series 7 and Series 66 licenses.

Full-time position with entry-level responsibilities.
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