Client Services Associate: Wealth Advisory
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-08-25
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-25
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley is seeking a Client Service Associate in Florida to provide exceptional service to Financial Advisors, PWAs and teams. You will handle client inquiries, process money movements, and enroll clients in digital tools while maintaining high service standards.
You will support scheduling, documentation, and administrative tasks, helping teams execute marketing efforts and client strategies. A high school diploma is required, with a college degree preferred and a willingness to pursue
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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