Wealth Client Experience Specialist
Morgan Stanley
Morgan Stanley in San Diego seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily activities and client service. You will help cultivate relationships, coordinate money movements, and answer account questions while managing profiles and documenting information across the client base. You will also educate clients on digital tools, assist with marketing efforts, and handle administrative duties such as calendars, travel, and expense reporting in a #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
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