About this opportunity
711 MS Smith Barney, LLC lists this Client Service Associate — Financial Advisory Support opportunity in town of middleton, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated service to clients and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and handle routine inquiries with a client-first mindset.
Responsibilities include account setup and maintenance, education on digital tools, and contributing to marketing efforts while staying current on policies and platforms.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.