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Bank Customer Service

Client Services Specialist — Wealth Management

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A global financial services firm is looking for a Registered Client Service Associate in Boca Raton, FL. This role involves enhancing client relationships, processing client requests, and onboarding new clients. Candidates should have strong communication skills, a High School diploma or equivalent, and knowledge of financial services products.

Experience with Series 7 and Series 66 licenses is preferred. The position is located on-site and involves collaboration with Financial Advisors to ensure satisfying client service.
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