Wealth Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Morgan Stanley in Kahului, HI is seeking a Registered Client Service Associate to provide trusted support to Financial Advisors and client teams. You will handle client inquiries, process money movements, enroll clients in digital tools, and maintain account information to help deliver a seamless client experience.
Ideal candidates have a High School diploma (College degree preferred), 2+ years in financial services, and active Series 7/66 or 63/65 licenses.
For the Wealth Client Services Associate position at Morgan Stanley, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Kahului, HI, United States.
This opportunity is part of our work in Finance.
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