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Financial Client Services Associate

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Financial Sales, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 70000 USD Yearly USD 42000.00 70000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Registered Client Service Associate in Plano, TX to provide exceptional client service and support Financial Advisors. The role focuses on cultivating relationships, processing transactions, and educating clients on digital tools.

The position requires strong interpersonal skills, detail orientation, and proficiency with MS Office. A college degree is preferred and Series licenses are desirable. This is an on-site role within a collaborative, client-first environment.

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Position Requirements
10+ Years work experience
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