Client Service Associate - Private Wealth Support
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements while maintaining strong service standards. Ideal candidates will have a High School diploma or higher, FINRA licenses, and 2+ years of industry experience. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Private Wealth Support in Santa Monica, CA vacancy
$34.32k - $90k
...Client Service Associate 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 trusted relationships...PrivateTemporary workWork at officeLocal area$95k - $105k
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a... ...Prepare subscription documents for private equity, venture capital, and... ...client records Provide administrative support to the firm’s Advisors Coordinate...PrivateWork at office$35.15k - $90k
...POSITION SUMMARY: 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...PrivateTemporary workPart timeWork at officeLocal area- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...SuggestedWork at office
- ...in Woodland Hills, CA, is seeking a Registered Client Service Associate to be a trusted contact between high-net-worth... ...onboarding, and clear communication. You will support financial analysis, cash management, and wealth strategies, maintain client records in our CRM,...Suggested
$80k
...most influential independent wealth and investment management... ...dynamic, entrepreneurial, and client-focused firm committed to delivering... ...detail-oriented Client Services Associate to join our growing team.... ...Services Associate, you will support Financial Advisors and their...Work at officeMonday to FridayGerber Kawasaki Wealth and Investment Management
Santa Monica, CA3 days ago$80k - $95k
Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment... ...marketing and fundraising efforts for TCW’s private funds. The ideal candidate will possess a strong...PrivateWork at officeRemote work$90k
...investment firms, offering clients 24/7 coverage through... ...quickly. The Survey Associate position is a key... ...day communicating with Private Equity and Consulting... ...process-oriented, client-servicing environment Superior... ...operate, and how Surveys support their workflow Proven...PrivateFlexible hours$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both...PrivateWork at office$85k - $105k
...Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is... ...asset classes including Private Equity, Venture Capital, Real... ..., as well as financial services including wealth management... ...and operational support to Financial Advisors, onboarding...PrivateFull timeWork at officeLocal area$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 with clients, individuals in this role build trusted relationships. Leading...PrivateFull timeTemporary workWork at officeLocal area$265k - $320k
...Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client... ...in sophisticated estate planning, wealth transfer planning, tax strategy,... ...and estate administration matters Support probate and post-death trust administration...PrivateFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$265k - $320k
...over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join... ...domestic and international tax, wealth transfer, estate planning, succession... ...fiduciary mattersProfessional development support, technical training, publication...Full time$70k - $80k
...Your role Are you truly service oriented? Do you know how to take... ...people? Were looking for a Client Associate to: keep management systems... ...Youll be working as part of UBS Wealth Management Americas in the... ...in client service and team support. Your expertise series 7 and...Full timeWork at officeFlexible hoursUBS
Beverly Hills, CA3 days ago- ...experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed... ...other Bank products and services, particularly those of Wealth Management. Maintain a strong working knowledge of...
AscendHire
Los Angeles, CA1 day ago $55k - $65k
...investment bank and full service broker‑dealer. With... ...Oppenheimer & Co. Inc.’s Private Client Division is currently... ...Client Service Associate for their Newport Beach... ...responsibility is to support Financial Advisors in... ...operations of a growing wealth management practice. This...Local area$115k - $160k
...Description: Merrill Wealth Management is a... ...investment products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue the... ...-office culture that supports collaboration,... ...service experience for the Private Wealth Management....PrivateFull timeContract workWork at officeWork from homeHome officeShift workDay shiftBank of America
Los Angeles, CA2 days ago- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team...Private
$110k - $120k
...Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower,... ...equity traders, and administrative support. The company is looking to add a Client... ...Founded in 2008, Hightower is a wealth management firm that provides investment...Permanent employmentWork at officeLocal areaFlexible hours$77k - $102k
Third Bridge in Los Angeles is hiring a Client Services Associate to drive client engagement and expert insights. This role emphasizes fast-paced... ..., you will gain experience working with top clients in private equity and consultancy, with opportunities for rapid career...Private$79k - $99k
...office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works... ...journal entries and provides an analysis of GL accounts to support or serve as the outsourced controller during the month-...Work at officeLocal areaVisa sponsorshipEide Bailly
Los Angeles, CA2 days ago- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research... ...community across Consulting and Private Equity verticals. Responsibilities... ...anywhere for one month per year. Dynamic, supportive team culture that values inclusion,...PrivateFull timeWorldwideFlexible hours
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready... ...service delivery, and a strong client experience. You will support daily operations, assist with inquiries, maintain accurate...Full timeWork at office- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing... ...firm to clients. Duties and Responsibilities Client Support Cultivate and enhance new and existing client relationships...Work at officeLocal area
- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Work at officeLocal areaRemote work
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth... ...lifestyle, ensuring you have time for what matters most to you. Supportive Environment: Join a nurturing community that values work-life...Work from homeFlexible hours
$50k - $62k
Considine Search is seeking a dedicated office operations support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage...Work at office$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client‑first mindset...Temporary workWork at officeLocal area- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate - Private Wealth Support. Be the first to apply!
Related searches
- community services specialist Santa Monica, CA
- professional services specialist Santa Monica, CA
- toyota service advisor Santa Monica, CA
- environmental services attendant Santa Monica, CA
- service administrator Santa Monica, CA
- health services administrator Santa Monica, CA
- experienced service advisor Santa Monica, CA
- car service advisor Santa Monica, CA
- facility service associate Santa Monica, CA
- nutrition services aide Santa Monica, CA