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Client Services Associate - Wealth Advisory Support
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-03
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and information gathering. This role emphasizes client relationships and accurate processing of transactions.
The ideal candidate has a high school diploma (college degree preferred), 2+ years in financial services, and licenses (Series 7 and 66 or 63 and 65).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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