Client Services Associate - Financial Advisory
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-07-06
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service, Financial Sales, Financial Services
Job Description & How to Apply Below
Morgan-Stanley is seeking a Registered Client Service Associate in West Palm Beach, Florida. This role involves providing exceptional client service and supporting Financial Advisors in maintaining strong client relationships. Responsibilities include executing transactions, onboarding clients, and educating them on financial digital tools.
The ideal candidate will possess strong interpersonal and organizational skills, with a knowledge of financial products and two or more years of industry experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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