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Wealth Management Associate: Client Experience Lead

Socket.dev

Morgan Stanley Wealth Management is seeking a seasoned client service professional to support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships and delivering an exceptional client experience across digital marketing, portfolio tools, and financial planning. The position requires 5+ years of related experience, a four-year degree (or professional certification), and Series 7/66 or 63/65 licenses. #J-18808-Ljbffr Socket.dev

Vacancy posted 3 days ago
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