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Client Service Associate - Wealth Advisory

Job in Edison, Middlesex County, New Jersey, 08818, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-07-27
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 33113 - 90000 USD Yearly USD 33113.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate - Wealth Advisory Support

Morgan Stanley is seeking a Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, and assist with documentation and digital tools, while maintaining strong relationships and staying current on policies and procedures.

Training and education opportunities are offered, along with a comprehensive benefits package.

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Position Requirements
10+ Years work experience
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