Wealth Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley in Naples, FL is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, onboarding, and account administration while maintaining accurate records and regulatory compliance. You will educate clients on digital tools, assist with calendar coordination, and support marketing initiatives. Strong interpersonal, organizational, and MS Office skills are essential for success in a #J-18808-Ljbffr
Vacancy posted 3 days ago
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