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Client Service Associate: Wealth Advisory
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-05-22
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-05-22
Job specializations:
-
Finance & Banking
Financial Consultant -
Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan-Stanley in Houston is seeking a Client Service Associate to support Financial Advisors with client relationships and transactions. This role involves educating clients on digital tools and providing administrative support while ensuring a client-first approach.
The ideal candidate will have strong interpersonal skills and a detail-oriented mindset. Experience in the financial services industry and possessing active Series 7 and Series 66 or Series 63 and 65 licenses is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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