Wealth Client Services Associate
Listed on 2026-11-04
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisor teams on a daily basis. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to assist clients with everyday needs.
Key duties include supporting FAs/PWAs, handling money movements, answering account questions, and onboarding clients. The position requires strong knowledge of financial products and proficient Microsoft Office
The Wealth Client Services Associate position in the Management & Operations, Sales field is open for applications.
This posting is for the Wealth Client Services Associate role at Morgan Stanley, based in Wellesley, MA, United States.
We are looking to fill the Wealth Client Services Associate position at Morgan Stanley in Wellesley, MA, United States.
The Wealth Client Services Associate role at Morgan Stanley is now open for applications in Wellesley, MA, United States.
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