Wealth Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Morgan Stanley is seeking a Registered Client Service Associate in California to support Financial Advisors and Private Wealth Advisors in daily client service tasks. You will handle account information, money movements, onboarding, and education on digital tools while maintaining high-quality client relationships.
Role requires strong interpersonal and organizational skills, plus FINRA licenses. Join a collaborative team focused on client-first service and ongoing professional development
This posting is for the Wealth Client Services Associate role at Morgan-Stanley, based in Irvine, CA, United States.
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We are looking to fill the Wealth Client Services Associate position at Morgan-Stanley in Irvine, CA, United States.
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