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Financial Consultant

Client Experience Specialist, Financial Services

Job in Newport News, Virginia, 23600, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Virginia is seeking a Registered Client Service Associate to modernize the client experience through exceptional service. Responsibilities include cultivating client relationships, assisting with Firm services, and supporting Financial Advisors. Candidates should possess licenses Series 7 and 66, with at least two years of industry experience. This role values attention to detail and strong interpersonal skills.
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