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Client Success Associate — Banking & Financial Planning

Morgan-Stanley

Morgan Stanley in Nashville seeks a Registered Client Service Associate to grow client relationships, onboard accounts, and support Financial Advisors in daily activities. You will process client requests, assist with banking products and digital offerings, and ensure documentation is current. The role requires active Series 7/66 or 63/65 licenses, 2+ years industry experience, and strong communication and organizational skills. College degree preferred and training opportunities available. #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 2 days ago
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