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Senior Client Services Associate; Finance​/Advisory

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Senior Client Services Associate (Finance/Advisory)
A leading financial services firm is seeking a Senior Registered Client Service Associate in Charlotte, NC. The role involves providing exceptional client service, supporting Financial Advisors, and assisting with account management tasks. Qualified candidates will have industry experience, strong interpersonal skills, and the necessary licenses. The firm is committed to diversity and offers robust employee perks and benefits.
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Position Requirements
10+ Years work experience
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