Wealth Client Services Associate
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-03
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Financial Services
Job Description & How to Apply Below
Morgan Stanley in Charlotte, NC seeks a Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and Private Wealth Advisors. The role focuses on building trusted relationships, handling routine account tasks, and educating clients on digital tools.
Candidates should have strong interpersonal skills, a high school diploma (college degree preferred), and industry experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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