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Client Success Advocate Financial Advisors

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Client Success Advocate for Financial Advisors

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in a fast-paced office environment in Salt Lake City. You will handle client interactions, process transactions, and help educate clients on digital tools.

The role emphasizes strict attention to detail, strong communication, and organizational skills, with opportunities to advance through licensing tracks and continued training.

Step into the Client Success Advocate for Financial Advisors role at Morgan-Stanley in Salt Lake City, UT, United States and grow with us.

We invite applications for the Client Success Advocate for Financial Advisors position located in Salt Lake City, UT, United States.

The following opportunity is for a Client Success Advocate for Financial Advisors with Morgan-Stanley.

Our group is growing, and we are hiring a Client Success Advocate for Financial Advisors in Salt Lake City, UT, United States.

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