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Financial Advisor Financial Services

Client Services Associate - Wealth Advisor Support

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate in Raleigh, NC. This role focuses on providing exceptional service to clients by supporting Financial Advisors with daily operations, enhancing existing client relationships, and managing various administrative functions. The candidate will need strong interpersonal skills, a focus on client satisfaction, and the ability to navigate a fast-paced environment.

A high school diploma and relevant licenses are required, with preference given to candidates with financial services experience.
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Position Requirements
10+ Years work experience
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