Wealth Management Client Services Specialist
Morgan-Stanley
Morgan Stanley in Mountain View seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, assist with everyday needs, execute money movements, and relay account information as requested. You will onboard clients, educate them on digital tools, manage calendars and administrative tasks, and contribute to team marketing efforts. #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 4 days ago
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