Wealth Client Relationship Specialist
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-06
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Morgan Stanley in Raleigh, NC is seeking a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client contact and assist with everyday account needs in a fast-paced environment.
The role requires strong interpersonal skills, attention to detail, and solid MS Office proficiency. Willingness to pursue Series 7/66/63/65 licenses is expected as you grow with the team.
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