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Private Wealth Client Services Associate – Growth & Impact
Job in
New Orleans, Jefferson Davis Parish, Louisiana, 70123, USA
Listed on 2026-08-14
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-14
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Morgan Stanley in New Orleans is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help nurture client relationships, process transactions, and answer account questions with a client-first mindset.
Key tasks include onboarding clients, educating them on digital tools, maintaining records, and coordinating calendar and travel logistics. Strong writing, interpersonal and MS Office skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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