Wealth Client Services Associate - Advisor Support & Growth
Morgan Stanley
Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation. The role requires knowledge of financial products, strong organizational skills, and proficiency with Microsoft Office. Two+ years in financial services and active Series 7/66 (or 63/65) licenses are preferred. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
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