Ms
West Conshohocken, Pennsylvania
PWM Registered Client Service Associate
Job details
- Location
- West Conshohocken, Pennsylvania
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Active Series 7 and Series 66 (or 63 and 65) licenses; 2+ years industry experience preferred; high school diploma required; college degree preferred.
What you'll do at Ms:
- Support client requests
- Maintain client accounts
- Collaborate with Financial Advisors
Apply to this PWM Registered Client Service Associate role at Ms with a tailored resume on ApplyBolt.