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Wealth Management Client Service Specialist

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-07-21
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bank Customer Service, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 40000 - 65000 USD Yearly USD 40000.00 65000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Jacksonville, FL seeks a Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling daily account needs.

The role involves executing money movements, answering client questions, and educating clients on digital tools while staying current with policies and procedures. A strong service mindset and MS Office skills are essential.

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