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Wealth Management Client Services Associate

Morgan Stanley

Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first mindset. Responsibilities include supporting client relationships, executing transactions, onboarding clients, and assisting with administrative tasks. A high school diploma is required, with a college degree preferred, alongside industry experience and various required licenses. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 2 days ago
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