Wealth Management Associate - Client Service & Growth
Morgan Stanley
Morgan Stanley Charlotte seeks a senior service associate to support Financial Advisors and Private Wealth Advisors. You will help manage client relationships, deliver an exceptional client experience, and assist with digital tools, portfolio holdings, and proposal tools while coordinating with teams. The role requires 5+ years in wealth management support, a four-year degree or professional cert, and active Series 7/66 or Series 63/65 licenses. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
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