Client Relations & Wealth Services Associate
711 ms smith barneyWaunakee (WI)
Client Relations & Wealth Services Associate
Posted yesterday
711 ms smith barneyWaunakee (WI)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Morgan Stanley in the United States seeks a Client Relationship Analyst to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions and a client-first mindset. Key duties include processing money movements, answering questions about accounts, preparing materials for meetings, and maintaining digital tools.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.