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Client Service Associate, Financial Advisory

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate, Financial Advisory Support
A major financial services firm seeks a Registered Client Service Associate in Cincinnati to provide exceptional client service and support to Financial Advisors. Responsibilities include managing client relationships, facilitating transactions, and providing administrative support. Ideal candidates will have a High School Diploma, licenses such as Series 7, and at least two years of industry experience. This role values interpersonal skills, adaptability, and client-first approach, contributing to a collaborative team environment.
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Position Requirements
10+ Years work experience
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