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Wealth Management Client Services Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Newport Beach, delivering exceptional client service and managing day-to-day account needs. Responsibilities include processing money movements, handling client inquiries, onboarding and maintaining accounts, and educating clients on digital tools. Strong interpersonal skills, organization, and multitasking are essential for success in this role. #J-18808-Ljbffr

Vacancy posted 2 days ago
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