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Financial Services Bank Customer Service Financial Advisor

Private Wealth Client Services Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a PWM Client Service Associate in Boston, MA. The role involves enhancing client relationships, onboarding new clients, and supporting Financial Advisors. Ideal candidates will have a high school diploma, strong interpersonal skills, and a willingness to obtain necessary licenses. This position offers a chance to contribute to a team committed to delivering exceptional service and upholding high standards in the industry.
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