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Wealth Client Services Associate

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 25000 - 83000 USD Yearly USD 25000.00 83000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Connecticut seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will help with account servicing, onboarding, and digital tool adoption, while keeping up with firm policies and platforms.

The role emphasizes strong interpersonal skills, organization, and the ability to work in a fast-paced environment. A college degree and active securities licenses are preferred.

Consider building your career as a Wealth Client Services Associate at Morgan Stanley.

This opportunity is for the Wealth Client Services Associate role at Morgan Stanley.

We are seeking a motivated Wealth Client Services Associate to join Morgan Stanley in New Haven, CT, United States.

The Wealth Client Services Associate position in the Finance, Sales field is open for applications.

We have an opening for a Wealth Client Services Associate in New Haven, CT, United States within Finance, Sales.

Position Requirements
10+ Years work experience
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