Wealth Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley in Portland, ME seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build client relationships, process money movements, and respond to non-investment inquiries while maintaining accuracy and confidentiality. The role requires high school diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65; strong MS Office skills and outstanding written and interpersonal abilities are essential. #J-18808-Ljbffr 711 MS Smith Barney, LLC
Vacancy posted 3 days ago
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