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Client Experience Specialist, Financial Services
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Client Experience Specialist, Financial Services
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Morgan Stanley in Baltimore, MD seeks a Registered Client Service Associate to grow client relationships, onboard accounts, and coordinate with Financial Advisors. You will process requests, guide clients to Morgan Stanley Online and Morgan Stanley Mobile, and help with money movements and estate considerations. Emphasis on accuracy, compliance, and service quality. Ideal candidates bring Series 7/66 or equivalent, 2+ years of industry experience, and strong communication and organizational