Wealth Client Services Associate – Advisor Support & Growth
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation.
The role requires knowledge of financial products, strong organizational skills, and proficiency with Microsoft Office. Two+ years in financial services and active Series 7/66 (or 63/65) licenses are preferred.
The following role is for a Wealth Client Services Associate – Advisor Support & Growth with Morgan Stanley.
This role, Wealth Client Services Associate – Advisor Support & Growth at Morgan Stanley, could be your next move.
Are you ready to take on the Wealth Client Services Associate – Advisor Support & Growth role at Morgan Stanley?
We would love to welcome a new Wealth Client Services Associate – Advisor Support & Growth to our group in Walnut Creek, CA, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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