Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Associate

Morgan-Stanley

Morgan Stanley is seeking a Registered Client Service Associate in Westlake Village, CA. You will provide frontline client support for Financial Advisors and Private Wealth Advisors, handle money movements, and maintain client accounts with accuracy and confidentiality. Strong interpersonal and organizational skills are essential. You will also participate in onboarding, educate clients on digital tools, and assist with marketing efforts while ensuring compliance with firm policies and #J-18808-Ljbffr Morgan-Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Westlake Village, CA vacancy
  • One Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth...  ...professional office environment while delivering comprehensive wealth services to private clients. You will manage client... 
    Suggested
    Work at office

    One Capital Management LLC

    Westlake Village, CA
    3 days ago
  • Morgan Stanley in Westlake Village, CA is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams, delivering a client-first experience and building trusted relationships through everyday service. You will provide... 
    Suggested

    Morgan Stanley

    Westlake Village, CA
    1 day ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan-Stanley

    Westlake Village, CA
    1 day ago
  • $28 - $40 per hour

     ...CLIENT SERVICE & OPERATIONS ASSOCIATE Location: Westlake Village, CA 91362 | Fully onsite Pay: $28–$40/hour, depending on experience + performance...  ...management POSITION OVERVIEW Join a boutique wealth management firm serving affluent and high-net-worth families... 
    Suggested
    Thousand Oaks, CA
    24 days ago
  • $150k - $275k

     ...Handle meaningful litigation work with direct court exposure, client contact, motion practice, depositions, and trial preparation....  ...for practical strategy, aggressive advocacy, and strong client service. Excellent opportunity for an attorney who wants to build a... 
    Suggested
    Full time
    Work at office

    Orion Placement

    Agoura Hills, CA
    3 days ago
  •  ...Westlake Village, United States | Posted on 06/30/2026 Our client Michael Sullivan & Associates LLP is a cutting-edge law firm that provides high-...  ...lasting relationships with clients through superior legal services at significant value, and has grown rapidly since its... 
    Casual work
    Work at office
    Flexible hours

    Basima Tony, LLC

    Westlake Village, CA
    3 days ago
  • $25 - $35 per hour

     ...advisory firm in Westlake Village, CA is seeking a part-time Client Service Associate. This role involves supporting client service needs,...  ...are available, and compensation ranges from $25 to $35 per hour depending on experience. #J-18808-Ljbffr Amodio Wealth Advisors
    Hourly pay
    Part time
    Flexible hours

    Amodio Wealth Advisors

    Westlake Village, CA
    1 day ago
  • $95k - $120k

     ...globe address their most significant risk, workforce, wealth management and retirement challenges through custom...  ...Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them... 
    Remote job
    Work at office

    Aon plc

    Thousand Oaks, CA
    4 days ago
  • $24 - $31 per hour

     ...Job Description Job Description Client Services Representative Full-Time | Hybrid | Westlake Village, CA Job Summary ITS is...  ...business, professional services, or service-based environment. Associate degree or higher preferred; equivalent relevant experience... 
    Full time
    Work at office
    Local area
    Work from home
    Monday to Friday

    Integrated Telemanagement Services, Inc.

    Westlake Village, CA
    a month ago
  • H&R Block, Inc. in Thousand Oaks, CA seeks a seasonal Client Service Professional / Receptionist to welcome clients, manage scheduling, and support daily office operations alongside tax professionals. This in-person role offers training and a clear path into tax preparation... 
    Seasonal work
    Work at office

    H&R Block, Inc.

    Thousand Oaks, CA
    2 days ago
  •  ...Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons...  ...brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable... 
    Hourly pay
    Full time
    Part time
    For contractors
    Remote work
    Worldwide
    Flexible hours

    Hopesglobalgetaways

    Thousand Oaks, CA
    4 days ago
  • Bank of America is hiring for a client service role in Thousand Oaks, CA. You will build relationships, manage client inquiries, and follow processes that ensure compliance and exceptional service. The position requires Spanish proficiency and the ability to work varied... 

    Bank of America

    Thousand Oaks, CA
    2 days ago
  • $116.2k - $212.9k

     ...key point of contact for a wide range of clients and colleagues. This is an opportunity for...  ...structures. Supporting clients in wealth transfer, succession planning, and governance...  ...performance objectives and metrics in client service, risk management, sales, and business... 
    Work experience placement
    Private practice
    Summer holiday
    Flexible hours

    EY

    Westlake Village, CA
    1 day ago
  • $10,000 per month

     ...Job Description Job Description LUXURY AUTOMOTIVE SERVICE ADVISOR $10,000 - $13,000 per month   We are a fast-paced luxury dealership that is part of California auto group. We have had incredible growth year after year and are ready to expand. Our goal is to... 
    Minimum wage
    Work at office
    Local area

    O'GARA Westlake Village

    Thousand Oaks, CA
    8 days ago
  •  ...the benefits of an established client base and sophisticated work...  ...candidates ranging from experienced associates through partner level and...  ...trust administration, family wealth planning, and related...  ...excellent interpersonal and client-service skills, and an interest in... 
    Temporary work
    Interim role
    Work at office
    Local area
    2 days per week

    Scion Staffing

    Westlake Village, CA
    4 days ago
  •  ...Automotive Service Advisor – Westlake Hyundai$5,000 - $13,000 per monthWe are a fast-paced Hyundai dealership that is part of California auto group. We have had incredible growth year after year and are ready to expand. Our goal is to deliver incredible customer service... 
    Minimum wage
    Work at office
    Local area

    O'GARA Westlake Village

    Thousand Oaks, CA
    1 day ago
  • Citi in Thousand Oaks is seeking an entry-level Teller to assist with branch activities and day-to-day client services. You will handle transactions, cash management, and educate clients on digital banking tools. The role emphasizes delivering high-quality service, meeting... 
    Part time
    Local area

    Citi

    Thousand Oaks, CA
    5 days ago
  • $30 - $35 per hour

    A leading staffing agency is seeking a Client Services Manager for a long-term temporary position in Westlake Village, CA. This on-site role requires 5+ years of experience in Corporate Hospitality or Events. Responsibilities include providing excellent customer service... 
    Temporary work

    Gainor Staffing

    Westlake Village, CA
    2 days ago
  • $135k - $185k

     ...About Us We are a well-established civil litigation law firm representing clients across a broad range of complex legal matters. Our attorneys are committed to providing exceptional client service, practical legal solutions, and personalized attention on every case. We... 
    Work at office
    Remote work

    Orion Placement

    Westlake Village, CA
    4 days ago
  •  ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception through... 
    Work at office
    Local area
    Flexible hours

    Travelers

    Woodland Hills, CA
    19 hours ago
  •  ...Position Overview We are a well-established and busy automotive repair facility in Ventura County seeking an experienced Auto Repair Service Writer / Service Advisor to join our team. This role is ideal for a customer-focused professional with strong automotive knowledge... 

    Inside Car Guys

    Thousand Oaks, CA
    19 days ago
  •  ...a debt collection company that has been in business for over 45 years. Our team values integrity, performance and exceptional client service. Company Description Grant & Weber, Inc. is a debt collection company that has been in business for over 45 years. Our team... 

    Grant & Weber

    Agoura Hills, CA
    6 days ago
  • $100k - $115k

     ...will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals...  ...coordinating and scheduling hard and soft services, managing preventative maintenance...  ...a commitment to delivering exceptional client service. Key Responsibilities Support... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Eurest

    Thousand Oaks, CA
    5 days ago
  • Customer Service Coordinator, F/T, 24 months of experience in Customer Service, Customer Support, Client Relations, Hospitality Services, Sales Support, or Related Occupation. Coordinate customer service activities to ensure timely and professional responses to customer... 

    The Landing Grill & Sushi Bar

    Westlake Village, CA
    4 days ago
  • $50k - $150k

     ...and sells the organization's products and services within Northern California, product...  ...customers. Accountable for increasing sales/client ratio and expanding customer base. Owns...  ...the organization or with those who may be associated with the organization in order to... 
    Work experience placement
    Shift work

    RR Donnelley

    Westlake Village, CA
    1 day ago
  • $75k - $130k

    We are a full-service HVAC, building automation, chiller, and retrofit contractor with a reputation for combining high-quality consulting...  ...responsible for developing and sustaining relationships with clients or potential clients in each vertical market that will result... 
    For contractors
    Flexible hours

    EMCOR Services Mesa Energy

    Thousand Oaks, CA
    1 day ago
  • $50k - $150k

     ...and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000...  ...levels of the organization or with those who may be associated with the organization in order to negotiate... 
    Work experience placement
    Shift work

    RR Donnelley

    Westlake Village, CA
    3 days ago
  • HealthFitness in Thousand Oaks, CA seeks a customer-focused front desk associate to welcome members, handle check-ins, and provide program and membership information. You will support administrative tasks in Outlook and Excel, assist with drives and events, and help maintain... 
    Full time
    Monday to Friday
    Afternoon shift

    Health Fitness Corporation

    Thousand Oaks, CA
    4 days ago
  • $51.41k - $87.29k

    At Sunrun, we’re on a mission to change the way the world interacts with energy, and we’re building a company and brand that puts power at the center of life. To do it, we’re designing a dynamic culture where employee development, well-being, and safety come first. It’...
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Sunrun

    Thousand Oaks, CA
    1 day ago
  • $175k - $400k

     ...trusts and estates attorney seeking sophisticated work, meaningful client relationships, and a long-term platform for professional growth....  ...a respected California law firm with a well-established private wealth practice serving high-net-worth individuals, families, business... 
    Ongoing contract
    Private practice
    Work at office
    Local area

    Everforth, Cybercoders

    Westlake Village, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!