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Wealth Advisor Client Support Specialist
Job in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2026-08-26
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-26
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Morgan Stanley is seeking a Client Service Associate in Colorado to support Financial Advisors and client accounts. You will help with daily service needs, money movements, and event scheduling, while maintaining strong client relationships.
The role emphasizes interpersonal skills, document handling, and digital tool onboarding, with opportunities to contribute to business development initiatives and service improvements.
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