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Financial Advisor Financial Services

Wealth Advisory Client Service Specialist

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks a Registered Client Service Associate to deliver exceptional client service and provide support to Financial Advisors. In this role, you will manage client inquiries, assist with transactions, and support team marketing strategies. Candidates should have strong interpersonal skills, be knowledge in financial products, and possess a Series 7 license. This position requires a high school diploma, with a preference for college graduates, and offers opportunities for career growth within the firm.
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