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Financial Services Client Support Specialist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-08-17
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Plano, TX is seeking a Client Support Specialist to assist aFA/PWA/team with client relationships, account onboarding, and digital tool adoption. You will handle routine inquiries, support money movements, and maintain documentation while upholding high service standards.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced financial services environment, with opportunities to grow professional credentials and client service excellence.

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