Account Closure & Annuity Client Specialist; Hybrid
Listed on 2026-09-25
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Finance & Banking
Financial Services, Banking & Finance
Morgan Stanley is seeking a Registered Service Associate to support Advisors and clients through account servicing, closure and money movements within Wealth Management Operations. The role requires handling inbound inquiries, executing account updates and coordinating with Compliance and Legal to resolve complex issues.
The ideal candidate will have a four-year degree in Finance or related field, FINRA licenses (7/66) or 63/65, and knowledge of annuity products, with strong communication and
We are looking to fill the Account Closure & Annuity Client Specialist (Hybrid) position at Morgan Stanley in NC, United States.
This opportunity is for the Account Closure & Annuity Client Specialist (Hybrid) role at Morgan Stanley.
We are seeking a motivated Account Closure & Annuity Client Specialist (Hybrid) to join Morgan Stanley in NC, United States.
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