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Wealth Management Client Experience Associate

Job in Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-06-27
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is looking for a Registered Client Service Associate in Ponte Vedra Beach to provide exceptional service and support to Financial Advisors and their clients. The ideal candidate should possess strong interpersonal skills to manage client relationships effectively.

The role includes tasks such as executing transactions, answering client inquiries, and educating clients on digital tools. A high school diploma is required, with a preference for candidates holding a college degree and industry certifications.

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Position Requirements
10+ Years work experience
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