Wealth Management Client Services Specialist
Morgan Stanley
Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will cultivate client relationships, process requests, and ensure information and documentation stay current. Responsibilities include onboarding clients, reviewing alerts, assisting with banking products and digital tools, preparing reports for client meetings, and coordinating travel and meetings. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
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