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Client Relationship Analyst — Wealth Services

Job in Winchester, Frederick County, Virginia, 22603, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 35000 - 90000 USD Yearly USD 35000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Relationship Analyst — Wealth Services Support

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide high-quality client service and support Financial Advisors with day-to-day activities. The role emphasizes building trusted client relationships, handling account inquiries, and assisting with research and documentation.

The position requires at least a high school diploma, potential licensing (Series 7/66 or 63/65), and 2+ years of industry experience.

Are you ready to take on the Client Relationship Analyst — Wealth Services Support role at 711 MS Smith Barney, LLC?

We appreciate your interest in this position.

Join 711 MS Smith Barney, LLC and contribute to our ongoing work.

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

This posting is for the Client Relationship Analyst — Wealth Services Support role at 711 MS Smith Barney, LLC, based in Winchester, VA, United States.

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