Ms
Washington, District of Columbia

Private Wealth Management Registered Client Service Associate

Onsite$33,280 - $85,000/yrPosted 1 week ago

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Job details

Location
Washington, District of Columbia
Work type
Onsite
Compensation
$33,280 - $85,000/yr
Posted
1 week ago
Apply on
ms.wd5.myworkdayjobs.com

About this role

Provide client service and administrative support for financial advisors, execute money movement and account tasks, onboard and maintain accounts, familiarity with financial products; Series licenses preferred; 2+ years industry experience preferred; advanced Microsoft Office skills.

What you'll do at Ms:

  • supporting clients
  • executing transactions
  • coordinating meetings

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About Ms

Ms
Washington, District of Columbia