Ms
Washington, District of Columbia
Private Wealth Management Registered Client Service Associate
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Apply to Private Wealth Management Registered Client Service Associate at MsJob 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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