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Private Wealth Management Client Services Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-15
Listing for:
Morgan Stanley
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in New York is seeking a Registered Client Service Associate to enhance the client experience. The role involves managing client relationships, onboarding accounts, and working closely with Financial Advisors to meet client needs. Ideal candidates will hold a High School Diploma and Active Series 7 and 66 licenses, with two years of industry experience preferred.
Strong communication and organizational skills are essential. Competitive salary range from $33,280 to $85,000 based on experience.
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Position Requirements
10+ Years
work experience
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