Client Relationship Specialist – Financial Services
Listed on 2026-10-06
-
Finance & Banking
Financial Services, Financial Sales, Banking & Finance, Bank Customer Service
Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and teams, delivering exceptional service to clients and handling clerical account duties. The role focuses on onboarding, information accuracy, and education on digital tools within a fast-paced wealth management environment.
The position requires licenses (Series 7/66 or 63/65) and preferred prior industry experience, with a strong emphasis on client service, documentation, and cross-team
As a Client Relationship Specialist – Financial Services, you will play an important part at Morgan Stanley in West Des Moines, IA, United States.
We have an opening for a Client Relationship Specialist – Financial Services in West Des Moines, IA, United States within Human Resources, Management & Operations.
This role, Client Relationship Specialist – Financial Services at Morgan Stanley, could be your next career step.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).