Wealth Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Financial Services
Morgan Stanley in Portland, ME seeks a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build client relationships, process money movements, and respond to non-investment inquiries while maintaining accuracy and confidentiality.
The role requires high school diploma (college degree preferred) and willingness to obtain Series 7/66 or 63/65; strong MS Office skills and outstanding written and interpersonal abilities are essential.
We have an opening for a Wealth Client Services Specialist in Portland, ME, United States within Finance, Sales.
All applications are reviewed carefully by our team.
The position is based in Portland, ME, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 22.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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