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Client Service Specialist for Financial Advisory Teams

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-08-17
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Dallas seeks Registered Client Service Associates to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling daily account activities.

You will assist with money movements, account documentation, digital tool enrollment, and client education, while maintaining policy knowledge.

Strong interpersonal skills, organization, and the ability to multitask in a fast-paced environment are essential to succeed.

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