Miles Megert
Registered Client Service Associate at Morgan Stanley
Based in Yakima, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Yakima
Industry
Financial Services
Company size
100K
Contact information
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m•••••••@morganstanley.com
Phone
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Background
About Miles Megert
As a Registered Client Service Associate at Morgan Stanley, I help keep the branch running smoothly while supporting both advisors and clients. Day to day, I handle account management, assist with client requests, and keep operational processes on track. Whether it’s prepping paperwork, solving issues, or coordinating with different teams, I make sure advisors have what they need to focus on their clients. I’m always looking for ways to improve efficiency and enhance the client experience while building a strong foundation for my future as a financial advisor.
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