• Client Service Associate

    Morgan Stanley (Tulsa, OK)
    …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management more
    Morgan Stanley (10/28/24)
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  • Registered Client Service Associate

    Morgan Stanley (Tulsa, OK)
    …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
    Morgan Stanley (11/06/24)
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  • Service Associate

    Morgan Stanley (Tulsa, OK)
    …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Service Associate * **Location:** ... *POSITION SUMMARY:* The Service Associate enhances the client experience and...Review money movement and deposits and escalate issues to management as necessary * Prepare and process trade corrections,… more
    Morgan Stanley (10/19/24)
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