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Client Relationship Analyst - Finance Support & Admin

  • Job type Posted on: Jul 22, 2026
  • Experience level 711 MS Smith Barney, LLC
  • Employment type Naples, Florida
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Client Relationship Analyst - Finance Support & Admin

Job Type :

Full-time

Job Location :

Naples Florida United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
MorganStanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling everyday account tasks. The role involves onboarding, documentation, and educating clients on digital tools. Candidate should have a high school diploma or equivalent (college degree preferred) and hold active Series7 and Series66 or Series63/65 licenses, with 2+ years industry experience and strong communication skills. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jul 22, 2026

Reference Number:

14660_1586071F660F094EEE37998C668BBE4F

Employment:

Full-time

Salary:

Not Available

City:

Naples

Job Origin:

APPCAST_CPC

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MorganStanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling everyday account tasks. The role involves onboarding, documentation, and educating clients on digital tools. Candidate should have a high school diploma or equivalent (college degree preferred) and hold active Series7 and Series66 or Series63/65 licenses, with 2+ years industry experience and strong communication skills. #J-18808-Ljbffr

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