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Financial Advisor Financial Services

Wealth Management Client Service Specialist

Job in Asheville, Buncombe County, North Carolina, 28814, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A global financial services firm in Asheville, NC seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in providing excellent service to clients. The role requires exceptional communication skills, organizational ability, and familiarity with financial services products. Ideal candidates will hold a High School diploma, and knowledge of Series 7 and Series 66/63 licenses is preferred.

Join a diverse team committed to client satisfaction and benefiting from comprehensive employee perks.
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