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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 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below

Morgan-Stanley seeks a Registered Client Service Associate in Middleton, MA, to provide exceptional client service while supporting Financial Advisors and Private Wealth Advisors. This role involves assisting clients with various banking tasks, including executing transactions and onboarding accounts.

The ideal candidate is detail-oriented, possesses strong organizational skills, and has at least two years of experience in the financial services industry. A high school diploma is required, while a college degree is preferred.

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Position Requirements
10+ Years work experience
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