Client Service Associate, Financial Advisory
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Morgan Stanley is seeking a Registered Client Service Associate in Charlotte to provide frontline client support for Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering account questions, onboarding clients, and maintaining documentation with a client-first mindset.
You will collaborate with FAs/PWAs, support marketing efforts, and stay current on policies and new platforms, while delivering high-quality service in a fast-paced environment.
We are currently recruiting a Client Service Associate, Financial Advisory Support for our team in Charlotte, NC, United States.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Bio & Pharmacology & Health.
The advertised compensation is 50.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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