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Client Service Specialist - Wealth Advisory

Job in Vancouver, Clark County, Washington, 98662, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2025-12-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 55000 - 95000 USD Yearly USD 55000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Specialist - Wealth Advisory Support
A global financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. Responsibilities include cultivating client relationships, executing transactions, and educating clients on available tools. Candidates should possess strong interpersonal and organizational skills, with a background in finance preferred. The position offers a salary range of $55,000 - $95,000 and comprehensive benefits.

This role is located in Vancouver, Washington.
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