Client Service Associate: Wealth Advisor Support
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
Financial Sales
Morgan Stanley’s Client Service Associate role supports Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily account needs. The position emphasizes a client-first mindset, strong organizational ability, and proactive service in a fast-paced environment.
You will answer client questions, process money movements, enroll clients in digital tools, and coordinate with teams on marketing and client service initiatives.
This role, Client Service Associate:
Wealth Advisor Support at 711 MS Smith Barney, LLC, could be your next career step.
This posting is for the Client Service Associate:
Wealth Advisor Support role at 711 MS Smith Barney, LLC, based in City of Poughkeepsie, NY, United States.
We are looking to fill the Client Service Associate:
Wealth Advisor Support position at 711 MS Smith Barney, LLC in City of Poughkeepsie, NY, United States.
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