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Financial Consultant Financial Services

Client Services Associate — Financial Advisor Support

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks a Registered Client Service Associate to provide exceptional support to clients and Financial Advisors in Greenwich. In this role, you will establish trusted relationships and assist clients with their everyday needs while managing service coverage and administrative responsibilities. The ideal candidate will have strong interpersonal skills, and knowledge of financial products, along with the ability to work in a fast-paced environment.

Certifications in Series 7 and Series 66 are required.
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Position Requirements
10+ Years work experience
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