Wealth Client Services Specialist
Listed on 2026-11-05
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Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Morgan Stanley in the United States is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. The role focuses on maintaining trusted client relationships, handling money movement transactions, answering non-investment questions, and assisting with client onboarding and digital tools.
The position reports to the Business Service Officer and requires eligibility to work in the U.S.
The Wealth Client Services Specialist position in the Sales field is open for applications.
This role is for the Wealth Client Services Specialist role at 711 MS Smith Barney, LLC.
We are seeking a motivated Wealth Client Services Specialist to join 711 MS Smith Barney, LLC in Medford, OR, United States.
Consider building your career as a Wealth Client Services Specialist at 711 MS Smith Barney, LLC.
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