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Wealth Client Services Specialist

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate in Santa Rosa, CA, to support Financial Advisors and teams. You will handle client inquiries, process transactions, onboard clients, and maintain accounts with attention to accuracy and compliance. The role requires strong interpersonal skills, high detail orientation, and proficiency in MS Office. Familiarity with digital tools and a willingness to learn is essential for success in a fast-paced environment. #J-18808-Ljbffr

Vacancy posted 1 day ago
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