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Private Wealth Client Services Associate

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-08-15
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Jacksonville, FL seeks a Client Service Associate to deliver exceptional client service and back daily operations for Financial Advisors and Private Wealth Advisors. You will help cultivate relationships, process transactions, and respond to client inquiries while supporting marketing and digital tool adoption.

The role emphasizes strong communication, organization, and teamwork in a fast-paced environment, with opportunities to grow through ongoing training and compliance

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Position Requirements
10+ Years work experience
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