More jobs:
Advisor Support & Client Services Specialist
Job in
Kahului, Maui County, Hawaii, 96732, USA
Listed on 2026-09-01
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors, PWAs, and teams in Hawaii. The role involves client service, money movements, and account administration, with emphasis on accuracy and regulatory compliance.
The position requires high school completion or higher, and securities licenses (Series 7/66 or 63/65). Two+ years' industry experience is preferred, with strong MS Office and client service skills.
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