Wealth Client Services Associate — Elevate Client
Listed on 2026-10-07
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Morgan Stanley is seeking a client support and administrative professional to back FA/PWA teams, manage client accounts, and handle clerical tasks with accuracy and discretion.
The role requires familiarity with financial products, strong communication, and proficiency in Microsoft Office. A Series 7/66 or 63/65 license and 2+ years in the industry are preferred. Office-based environment with comprehensive benefits.
This role is for the Wealth Client Services Associate — Elevate Client Experience role at Power To Fly .
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Client Services Associate — Elevate Client Experience role at Power To Fly , based in Irvine, CA, United States.
We are looking to fill the Wealth Client Services Associate — Elevate Client Experience position at Power To Fly in Irvine, CA, United States.
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