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Wealth Management Client Services Associate
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-02
Listing for:
PowerToFly
Full Time
position Listed on 2026-08-02
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Morgan Stanley in Connecticut seeks a Client Service Associate to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships and handling routine client inquiries with accuracy and discretion.
Daily duties include managing calendars, scheduling calls, processing money movements, and assisting with documentation and digital-tool enrollment. Competitive benefits accompany the role.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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