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Client Services Specialist – Wealth Management
Job in
Waco, McLennan County, Texas, 76796, USA
Listed on 2026-08-19
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking a Client Service Associate in the United States to support client relationships, process requests, and onboard accounts. The role involves engaging with clients, guiding them to Morgan Stanley online tools, and ensuring documentation is current while coordinating with Financial Advisors.
Strong communication and organizational skills are required, with a willingness to obtain licenses as needed and adapt to a fast-paced environment.
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