Client Relationship & Wealth Services Associate
711 ms smith barneyBismarck (ND)
Client Relationship & Wealth Services Associate
Posted 4 days ago
711 ms smith barneyBismarck (ND)
SENIORITY
Junior
About the role
Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors and teams. The role involves processing transactions, account inquiries, and clerical tasks to maintain strong client relationships. Key duties include preparing materials for meetings, educating clients on digital tools, and assisting with data entry and marketing efforts. A high school diploma is required, with college preferred and licensing willingness encouraged.
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.