Wealth Client Service Associate — Client Support Pro
Morgan Stanley
PowerToFly is looking for a Registered Client Service Associate in Santa Barbara, California, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted client relationships through various supportive tasks, including managing client accounts and executing transactions. The ideal candidate should have a high school diploma, active financial licenses, and strong interpersonal skills. This position offers competitive pay and the chance to thrive in a dynamic environment. #J-18808-Ljbffr Morgan Stanley
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client support for Financial Advisors and teams. The role focuses on relationship building, information gathering, and facilitating account-related tasks in a fast-paced environment....Suggested
$34.32k - $90k
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$90k - $120k
...If you've built your career as a Client Associate or Client Service Associate at a wirehouse, you know this... ...role worth staying in. About Icaria Wealth Management Icaria Wealth... ...clear, transparent strategies that support them through each chapter of their financial...SuggestedFull timeWork at officeWeekday work$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedFull timeTemporary workWork at officeLocal area$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...to an in-office culture that supports collaboration, engagement, and...Hourly paySeasonal workWork at officeWork from homeDay shift$25 - $44 per hour
...Posted 23 Oct 2026. This posting Wealth Management Client associate About this job Job Description: Merrill... ...and investment products and services for individuals, companies, and institutions... ...to an in-office culture that supports collaboration, engagement, and career...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...an in-office culture that supports collaboration, engagement,...Seasonal workWork at officeWork from homeShift workDay shift
- Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate to provide supportive client service and collaborate with Financial Advisors. The role emphasizes a client-centric approach and daily partnership with advisory teams to tailor banking...
- Yardi Systems in Santa Barbara, CA seeks an Associate Technical Account Manager to help multifamily clients maximize value from our property management software.... ...technical aptitude with strong communication to support setup, troubleshooting, and day-to-day use. You'll...
- ...administrative professional to keep the office running smoothly. You will welcome clients, manage calendars, and support day‑to‑day operations with a focus on exceptional client service. We value initiative, reliability, and a genuine desire to help others. Experience...Work at office
$20 - $27 per hour
...brand seeking a personable, energetic, and service-driven Sales Advisor to join its... ...enjoys building genuine relationships with clients, thrives in a collaborative environment,... ...Collaborate with colleagues to create a supportive, positive, and high-performing team environment...Hourly payFlexible hours$28 - $34 per hour
...Atrium is seeking on behalf of our client a Client Advisor based in Montecito, CA A... ...shopping experience by providing personalized service and expert styling guidance. This role... ...presentation and exceptional customer service. Support daily store operations, including...Hourly payFull timeWork at officeLocal areaFlexible hoursShift workAfternoon shift$185k - $235k
...Description Job Description Senior Tax Manager – Review & Client Services Santa Barbara, CA | In-Office | $185,000 – $235,000 base +... ...10% discretionary bonus A growing, integrated tax and wealth management firm is adding a Senior Tax Manager to its Santa Barbara...Work at officeLocal areaRemote workRelocation package$19 - $21 per hour
...Friday | 8:00 AM – 5:00 PM On-Call: 3 nights per week Salary Range : $19-$21 per hour NurseCore is seeking a Client Service Specialist to support patient scheduling, staffing coordination, and daily branch operations in a fast-paced home care environment. Key...Hourly payPart timeWork at officeMonday to FridayNight shift- ...in Santa Barbara seeks a customer-focused banking associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients... .... You will deepen client relationships, support transactions, and deliver exceptional care through...
$150k - $185k
...and protect ambition: for the clients who count on us, and equally... ...the resources to evolve, the support to take on more and a team ready... ...process. Ensures all services are implemented according to... ...employee benefits, retirement and wealth management solutions to businesses...Work at officeLocal areaFlexible hours$20 per hour
...PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO,CA LOCATION... ...will set the example in areas of customer service excellence, adherence to visual... ...prospects through networking and outreach. Support operational tasks and projects. Open and...Hourly payFull timeTemporary workCasual workCurrently hiringLocal areaFlexible hours$80.4k - $92k
...mission of Facilities Management is to support the UCSB commitment to higher... ...Under general supervision of the Associate Director of Custodial and Landscape Services, the Custodial Supervisor is part... ...to complaints and requests form clients Ability to meet with clients...Local areaRemote workShift workWeekend work$130k - $165k
...nonprofit providing compassionate care and support to individuals and families experiencing... ...professional counseling, patient care services, volunteer support, education, and community... ...programs to strengthen services and client care. People & Culture Lead, mentor...Full timeRemote work- ...seeking an Assistant Account Manager to support commercial lines accounts, handle certificates... ...policy changes, renewal information, and client presentations, while meeting daily... ...You will work with Account Management to service accounts, respond to inquiries, assist with...
- ...At Your Service Center Colleague Be Part of an Amazing Story Macy's is more than just a store. We're a story. One that's captured... ...a seamless and personalized shopping experience. You'll support all At Your Service activities, including Buy Online Pickup In...Full timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- ...Job Summary: As Sales Assistant for Client Financial Advisor, you will have an exciting... ...to learn the securities industry while supporting our Client Advisors. Supporting to our assigned... ...Contacting outside companies for client service needs, contract & commissioning...Contract workWork experience placementWork at office
$25 - $29 per hour
...Lead Client Service Representative – Veterinary Practice Salary: $25-$29 per hour, based on the candidate's skills, experience, and qualifications... ..., coordinate appointments, and anticipate client needs to support stronger relationships and better patient care. What to...Hourly payFull timeWork from homeRelocation package$20 per hour
...Santa Barbara Historical Museum, Visitor Services Representatives serve as a central point... ...between the public and the Museum, supporting visitor experience, gallery stewardship,... ...visitor, member, donor, and prospective-client information with discretion and follow Museum...Hourly payWork at officeLocal areaShift workWeekend workAfternoon shift$65k - $85k
...tailored insurance solutions that put our clients in control. Our growing team of... ...business, and provides professional, courteous service to clients, carrier representatives, underwriters... ...-making. The Account Manager II also supports Producers and other support staff in...Contract workWork at office$65k - $80k
...tailored insurance solutions that put our clients in control. Our growing team of professionals... ..., and provides professional, courteous service to clients, carrier representatives, underwriters, business partners. Supports Producers and/or Account Executives in obtaining...Work at officeLocal areaFlexible hours- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workLocal area
- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
- ...with TurboTax as they prepare their federal and state returns. The role is remote, with responsibilities including tax advice, full-service return preparation, and guidance on tax terms. Strong communication and empathy are essential, along with adherence to company...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Service Associate — Client Support Pro. Be the first to apply!
- community services specialist Santa Barbara, CA
- honda service advisor Santa Barbara, CA
- part time service advisor Santa Barbara, CA
- court services officer Santa Barbara, CA
- guest services associate Santa Barbara, CA
- human services specialist Santa Barbara, CA
- environmental service worker Santa Barbara, CA
- professional services specialist Santa Barbara, CA
- toyota service advisor Santa Barbara, CA
- human services program consultant Santa Barbara, CA



