Jordan Christian
- Role
- Client Services Associate at Morgan Stanley
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Client Services Associate
Mar 2023 — Present
Providing wealth management services to clients as part of the Morgan Stanley K2 Group. • Processing wire transfers for clients in a timely and accurate manner, in accordance with regulatory requirements and bank policies. • Providing clients with clear and concise instructions for opening new accounts, including required documentation and the account opening process. • Conducting thorough due diligence on prospective clients to ensure compliance with regulatory requirements and…
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