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Wealth Client Services Associate

Job in Middleton, Essex County, Massachusetts, 01949, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-06-15
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 15 - 40.87 USD Hourly USD 15.00 40.87 HOUR
Job Description & How to Apply Below

Morgan-Stanley is looking for a Registered Client Service Associate to provide exceptional service and support Financial Advisors in Middleton, Massachusetts. The role involves daily interactions with clients, facilitating money transactions, and assisting with account inquiries.

The ideal candidate will possess strong organizational skills, expertise in Microsoft Office, and must have relevant financial industry licenses including Series 7 and 66. This is in a dynamic environment where client relations and service excellence are paramount.

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Position Requirements
10+ Years work experience
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