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Client Service Associate — Elevate Client
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-12
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Bilingual -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
A leading financial services firm is looking for a Registered Client Service Associate in Boca Raton. The role involves modernizing client experience through exceptional service and assistance with firm solutions. Candidates should be bilingual in English and Spanish, possess Series 7 and 66 licenses, and have strong skills in client communication and financial services products. Join a dynamic team committed to client success and professional growth opportunities.
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Position Requirements
10+ Years
work experience
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