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Client Service Associate for Wealth Management
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-20
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley in Plano, TX is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships and handle everyday needs with a client-first mindset.
This role involves executing money movements, updating profiles, onboarding clients, educating on digital tools, and coordinating with teams. Strong interpersonal, writing, and organizational skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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