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

Wealth Management Client Service Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Mountain View, CA. The candidate will assist with client relations, account documentation, and digital tools adoption, while providing accuracy and timely service. Key duties include handling money movements, answering client questions, and maintaining schedules and documentation. Strong communication and organizational skills are essential. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate in Mountain View, CA vacancy
  • $35.15k - $90k

     ...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...  ...funds, annuities, insurance, and managed accountsReports to:Business... 
    Suggested
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Palo Alto, CA
    1 day ago
  •  ...in Los Gatos, California, is seeking a service-oriented professional to provide operational...  .... The role focuses on maintaining client information, educating clients on account...  ...position offers benefits and opportunities within UBS Wealth Management. #J-18808-Ljbffr UBS
    Suggested
    Full time

    UBS

    Los Gatos, CA
    1 day ago
  • UBS in Palo Alto, California is seeking a Registered Client Associate to support high net worth clients within the Financial Services team. You will keep client information up-to-date, educate clients on account services, and help prepare reports and materials for client... 
    Suggested

    UBS

    Palo Alto, CA
    2 days ago
  • Morgan Stanley in Palo Alto is seeking a Client Service Associate to deliver exceptional service to our clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions, onboard accounts, process... 
    Suggested

    Morgan-Stanley

    Palo Alto, CA
    1 day ago
  •  ...We are an independent, established wealth management firm looking for an experienced client-centric associate to join our team in San Jose’s vibrant downtown Willow Glen...  ...Lead support to advisor team and provide service to the firms’ 170+ client households Responsible... 
    Suggested
    Work experience placement
    Work at office

    Transitions Wealth Advisors Inc

    San Jose, CA
    1 day ago
  • $70k - $90k

     ...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa...  ...as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide... 

    Vodia Ventures

    Menlo Park, CA
    4 days ago
  • $35.12k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis....  .../or other duties directed by local management Administrative Support Answering... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Palo Alto, CA
    3 days ago
  • $35.15k - $90k

    Job DescriptionRegistered Client Service Associates provide exceptional service to our clients and support...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...calls with FAs / PWAs / teams as needed)Managing the calendar including coordinating... 
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Mountain View, CA
    5 days ago
  • $67k - $92.1k

    ## Registered Client Service AssociateApply: On-Site: San Jose, California: Full time: Posted...  ...more than $1.5 trillion in assets under management, administration and advisement as of...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Threadneedle group

    San Jose, CA
    1 day ago
  • Morgan Stanley in Palo Alto seeks Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted client relationships and requires strong interpersonal skills to handle daily... 

    Morgan Stanley

    Palo Alto, CA
    2 days ago
  •  ...stablecoins, and settlement services from regulated cold storage....  ...BitGo Bank & Trust, National Association, the first federally chartered...  ...exclusively on serving institutional clients. Active in both centralized...  ...entity; global account managers and salespeople; and finance... 
    Worldwide

    BitGo

    Palo Alto, CA
    5 days ago
  • $25 - $44 per hour

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth...  ...management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Jose, CA
    17 hours ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    San Jose, CA
    3 days ago
  • $61k - $81k

     ...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them...  ...a career with us.     As a member on the Client Services team, you'll play a pivotal role by partnering with... 

    Edelman Financial Engines, LLC

    Santa Clara, CA
    23 days ago
  • $150k - $168k

     ...application process. Total Wealth Management Mountain View, CA, US 15 days...  ...involves building and maintaining client relationships with ultra-...  ...you will contribute: Client Service Manage most day-to-day...  ...training and development of the associates, including preparing and... 
    Work at office

    Aspiriant Llc

    Mountain View, CA
    3 days ago
  • $65k - $85k

    Key Responsibilities Are you truly service oriented? Do you know how to take care...  ...? We’re looking for a Registered Client Associate to: Keep management systems up-to-date with client information...  ...UBS is a leading and truly global wealth manager and the leading universal... 
    Full time
    Work at office
    Flexible hours

    UBS

    Palo Alto, CA
    2 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    Testing Site - JPMC

    Palo Alto, CA
    2 days ago
  • $110k - $134.7k

     ...real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented...  ...What this job involves:**This position serves as the manager for assigned sites while providing leadership and... 
    Full time
    For contractors
    Work at office

    Jones Lang LaSalle Incorporated

    Palo Alto, CA
    2 days ago
  • $65k - $85k

    Key Responsibilities Are you truly service oriented? Do you know how to take care...  ...financial advisors. You’ll: keep management systems up to date with client information educate clients on...  ...team You’ll be working as part of a Wealth Management team. We help high net worth... 
    Full time
    Work at office
    Flexible hours

    UBS

    Los Gatos, CA
    2 days ago
  • $101.5k - $124.3k

     ...real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented...  ...this job involves: This position serves as the manager for assigned sites while providing leadership and direction... 
    Daily paid
    For contractors
    Work at office
    Local area

    JLL

    Sunnyvale, CA
    1 day 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

    Morgan Stanley

    Menlo Park, CA
    1 day ago
  • $59.6k - $67k

     ...better world by combining world class services, advisory and technology for our clients. We are committed to hiring the...  ...day through enhanced ticket management, client engagement, proactive communication...  ...order management Qualifications Associates or Bachelor’s degree or... 
    Daily paid
    Work at office
    Local area

    Jones Lang LaSalle Incorporated

    Sunnyvale, CA
    2 days ago
  • $70.32k

    J.P. Morgan Wealth Management - Private Client Advisor - Silicon Valley, CA and Surrounding areas Saratoga, CA, United States and 3 more Job Information...  ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and... 
    Full time
    Shift work

    JP Morgan Chase

    Cupertino, CA
    1 day ago
  • $35 - $36 per hour

    Registered Investment Services Associate 2 weeks ago Be among the first 25...  ...staff who always prioritize clients’ needs. Overview We are seeking...  ...support to our Wealth Advisors and play a key role...  ...and administrative tasks. Manage and document client interactions... 
    Hourly pay
    Full time
    Temporary work

    Mariner Advisor Network

    Palo Alto, CA
    2 days ago
  •  ...seeking a new talent to lead our Account Management team and Residential Services where you will have the opportunity...  ....As the Service Account Lead Associate Director - Residential Offering Lead...  ...will be responsible for managing client dedicated teams providing a full scope... 
    Live in
    Work at office
    Local area

    Accenture

    Mountain View, CA
    3 days ago
  • $35 per hour

     ...next two decades. The largest transfer of wealth in human history. If you’re ready to be...  ...responsible for delivering high-quality service and resolving customer issues efficiently...  .... You’ll support the Customer Experience Manager to ensure operational excellence, and act... 
    Hourly pay
    Full time
    Work at office
    10 hours per week
    Flexible hours
    Shift work

    Robinhood

    Menlo Park, CA
    12 days ago
  • $71.7k - $129.5k

     ...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual...  ...bringing T-Mobile's unmatched products and services to underserved markets. This is a true...  ...cold calling, and networking under sales manager supervision. Customer needs: selling to... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Palo Alto, CA
    2 days ago
  • $22 - $27 per hour

     ...Assistant Manager of Sales and Service We hope you're interested in building a home with us. Even if...  ...while serving as a role model for sales associates in sales generation and service by...  ...Philosophy Ensure timely resolution of client service issues including delivery/... 
    Hourly pay
    Full time
    Part time
    Work experience placement
    H1b
    Local area
    Home office
    Relocation package
    Flexible hours
    Shift work
    Weekend work

    Williams-Sonoma

    Palo Alto, CA
    1 day ago
  • $25 - $27 per hour

     ...Assistant Manager of Sales and Service We hope you're interested in building a home with us. Even if...  ...while serving as a role model for sales associates in sales generation and service by...  ...Philosophy Ensure timely resolution of client service issues including delivery/... 
    Hourly pay
    Full time
    Part time
    Work experience placement
    H1b
    Local area
    Relocation package
    Flexible hours
    Shift work
    Weekend work

    Williams-Sonoma

    Palo Alto, CA
    5 days ago
  • $140k - $170k

     ...Senior Facilities Manager (M2)Transform facilities at JLL with your leadership experience...  ...Senior Facilities Manager on a technology client account.Location: San Jose, CA 95141 (South...  ...properties, ensuring exceptional service delivery that directly impacts our clients... 
    Local area

    JLL

    Los Gatos, CA
    4 days ago

Do you want to receive more vacancies?

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