Wealth Client Services Specialist
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Sales, Financial Services, Financial Advisor / Consultant
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors in Connecticut. The role involves handling client inquiries, executing transactions, and onboarding clients while maintaining high service standards.
The position requires strong interpersonal skills, knowledge of financial products, and licensure (Series 7/66 or 63/65).
Join us at Morgan Stanley as our next Wealth Client Services Specialist in Madison, CT, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Madison, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 25.000 - 83.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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