Client Service Associate: Financial Advisory Support
711 ms smith barneyCharleston, SC
Client Service Associate: Financial Advisory Support
L3
711 ms smith barneyCharleston, SC4 days ago
Occupations
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMorgan Stanley in Charleston, SC is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will manage client relationships, process money movements, answer non-investment inquiries, and maintain accurate client documentation with a client-first mindset. Ideal candidates have 2+ years of financial services experience, strong Microsoft Office skills, and excellent communication.
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Level
JuniorL3
Location
Charleston, SC
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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