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Wealth Client Services Specialist
Job in
Woodland Hills, Jefferson County, Kentucky, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and teams on a daily basis. This role builds trusted relationships through client-first interactions and handles account inquiries, documentation, and digital tools onboarding.
You will support client onboarding, process transactions, and assist in executing the firm's marketing strategies while staying updated on policies and platforms.
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