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Wealth Client Services Associate

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-17
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in delivering exceptional service. You will build trusted client relationships, assist with money movements, and handle routine inquiries about accounts and balances.

Join a position with exposure to client accounts, digital tool education, and ongoing training. This role emphasizes accuracy, organization, and teamwork within a fast-paced environment in Plano, TX.

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Position Requirements
10+ Years work experience
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