Wealth Client Services Associate
Job in
Colchester, Chittenden County, Vermont, 05446, USA
Listed on 2026-08-04
Listing for:
Aplaro Ltd
Full Time
position Listed on 2026-08-04
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Management
Job Description & How to Apply Below
Morgan Stanley in Colchester, VT is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help nurture client relationships, handle routine inquiries, and manage profile data and documentation with a client-first mindset.
You will educate clients on digital tools, assist with money movements, and support the teams' marketing and service initiatives, while staying current on policies and platforms.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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