Financial Client Services Associate

Financial Client Services Associate

Full-Time On-site
711 MS Smith Barney, LLC

Morgan Stanley seeks a Registered Client Service Associate to provide exceptional service to financial advisors and their clients, supporting daily operations and client inquiries. The role emphasizes building trusted client relationships with a client-first mindset in a fast-paced wealth management environment.

You will assist FAs/PWAs/teams with onboarding, account maintenance, and transaction processing, while educating clients on digital tools and staying current on policies and platforms.

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711 MS Smith Barney, LLC

Contact Details:

711 MS Smith Barney, LLC Recruitment Team