Wealth Management Client Services Associate
711 ms smith barneyWashington, DC
Wealth Management Client Services Associate
711 ms smith barneyWashington, DC
2 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial Clerks, All OtherIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools. Strong interpersonal skills and knowledge of financial products are essential. The position emphasizes accuracy, multitasking, and collaboration within a fast-paced environment, with a comprehensive benefits package and incentive
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JOB OVERVIEW
Experience level
Junior
Location
Washington, DC
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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