Client Services Associate: Build Trusted Client Relationships
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-08-17
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-17
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Client Relationship Management
Job Description & How to Apply Below
Morgan Stanley in Fresno, CA is seeking a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service daily. The role handles money movement, account questions, onboarding, and digital tool enrollment, while maintaining client records and contributing to the marketing and client service model.
Requirements include a High School Diploma (college degree preferred), Series 7/66 or 63/65, and 2+ years industry experience; strong MS Office skills and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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