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Wealth Management Client Services Analyst
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-07-16
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley in Traverse City, MI seeks a Client Relationship Analyst to deliver exceptional service to clients and support Financial Advisors daily. You will help cultivate relationships, process cash movements, and provide account information to clients and advisors.
The role emphasizes strong communication, detail orientation, and ability to multi-task in a fast-paced environment, with exposure to digital tools and portfolio materials for client meetings.
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