Client Service Associate for Wealth Management
Morgan Stanley
Morgan Stanley in Plano, TX is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships and handle everyday needs with a client-first mindset.
This role involves executing money movements, updating profiles, onboarding clients, educating on digital tools, and coordinating with teams. Strong interpersonal, writing, and organizational skills are essential.
#J-18808-LjbffrVacancy posted 3 days ago
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