Account Closure & Annuity Client Specialist; Hybrid
Listed on 2026-09-30
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Finance & Banking
Banking & Finance -
Insurance
Banking & Finance
Morgan Stanley is seeking a Registered Service Associate to support Advisors and clients through account servicing, closure and money movements within Wealth Management Operations. The role requires handling inbound inquiries, executing account updates and coordinating with Compliance and Legal to resolve complex issues.
The ideal candidate will have a four-year degree in Finance or related field, FINRA licenses (7/66) or 63/65, and knowledge of annuity products, with strong communication and
We invite applications for the Account Closure & Annuity Client Specialist (Hybrid) position located in NC, United States.
Consider building your career as a Account Closure & Annuity Client Specialist (Hybrid) at Morgan Stanley.
The Account Closure & Annuity Client Specialist (Hybrid) position in the Sales field is open for applications.
We have an opening for a Account Closure & Annuity Client Specialist (Hybrid) in NC, United States within Sales.
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