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Wealth Client Services Associate

Listing for: 711 MS Smith Barney, LLC
Full Time position Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 25000 - 83000 USD Yearly USD 25000.00 83000.00 YEAR

Job Description & How to Apply Below

Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and teams. The role emphasizes exceptional client service, handling account information, and facilitating transactions while maintaining compliance with firm policies.

Ideal candidates have a high school diploma (college degree preferred) and relevant securities licenses (Series 7/66 or 63/65). Proficiency in MS Office and strong communication skills are essential for success.

Consider building your career as a Wealth Client Services Associate at 711 MS Smith Barney, LLC.

The Wealth Client Services Associate position in the Finance, Sales field is open for applications.

We have an opening for a Wealth Client Services Associate in Guilford, CT, United States within Finance, Sales.

This role, Wealth Client Services Associate at 711 MS Smith Barney, LLC, could be your next career step.

Position Requirements

10+ Years work experience
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