Private Wealth Management Registered Client Service Associate*
Morgan Stanley•Charlotte, NC
419d•$33,280 - $85,000
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About The Position
The Registered Client Service Associate (CSA) plays a crucial role in enhancing the client experience by providing exceptional service and support. This position involves cultivating client relationships, assisting with account management, and collaborating with Financial Advisors to deliver comprehensive financial solutions. The CSA is responsible for onboarding clients, processing requests, and ensuring that all client interactions are handled with care and professionalism.
