Client Relationship Specialist (Financial Services)
morgan stanleyParamus, NJ
Client Relationship Specialist (Financial Services)
L4
morgan stanleyParamus, NJ2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationMorgan Stanley in Paramus, NJ is seeking a Registered Client Relationship Analyst to deliver exceptional client service and support Financial Advisors daily. You will assist with relationship-building, money movements, account inquiries, and onboarding while maintaining accurate client records. The role emphasizes a client-first mindset, strong interpersonal skills, and proficiency with Microsoft Office. Licenses (Series 7/66 or 63/65) and a college degree are preferred; 2+ years in financial
Apply now (opens in a new tab)
Level
MidL4
Location
Paramus, NJ
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
To get sharper similar jobs, create your profile using the link below.