Wealth Management Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process transactions, and help manage accounts in a professional, client-first environment. The role emphasizes accuracy, regulatory awareness, and collaboration within a fast-paced wealth management team. Strong MS Office skills and license requirements are expected. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 1 day ago
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$35.15k - $90k
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San Mateo, CA1 day ago$25 - $44 per hour
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$21 - $25 per hour
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San Mateo, CA18 hours ago- Morgan Stanley in Menlo Park is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will provide exceptional client service, onboard and maintain client accounts, and assist with documentation, reporting, and client communications...Work at office
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Burlingame, CA18 hours ago$44k - $80k
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