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Client Services Associate – Elevate Client
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-06-02
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan-Stanley is looking for Registered Client Service Associates to streamline client support and enhance relationships. Applicants should have active Series 7 and 66 or equivalent licenses and experience in the financial services industry.
The role involves onboarding clients, handling account management, and preparing financial documents while working closely with Financial Advisors. Strong client service and organizational skills are essential to succeed in this fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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