Wealth Management Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry experience, and Series 7 and Series 66 licenses. Responsibilities include client support, executing transactions, and managing administrative tasks to enhance client relationships. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 3 days ago
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Miami, FL5 days ago $50.6k - $70.6k
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Doral, FL2 days ago$90k
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$50.6k - $70.6k
The Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies.... ...Interview prospects to establish source of wealth, banking needs and to require... ...available according to US procedures. Manage DocuSign flow and coordinate with the...- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust... ...LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation,...Work at officeRemote work2 days per week
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