More jobs:
Client Services & Wealth Support Associate
Job in
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-09-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley in the metropolitan area seeks a Client Service Associate to support Financial Advisors and Private Wealth teams with daily client service and administrative duties.
Responsibilities include cultivating client relationships, executing money movements, managing calendars, and onboarding clients to digital tools while ensuring adherence to firm policies. Strong MS Office skills and communication are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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