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Wealth Management Client Services Associate

Job in Long Beach, Los Angeles County, California, 90899, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 34000 - 90000 USD Yearly USD 34000.00 90000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley in Long Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and teams. You will help cultivate client relationships, process transactions, and handle clerical tasks while providing excellent service.

The role requires knowledge of financial services products and strong interpersonal and writing skills. Prior industry experience and appropriate FINRA licenses are preferred; MS Office proficiency is expected.

We are looking to fill the Wealth Management Client Services Associate position at Morgan Stanley in Long Beach, CA, United States.

Are you ready to take on the Wealth Management Client Services Associate role at Morgan Stanley?

We would love to welcome a new Wealth Management Client Services Associate to our team in Long Beach, CA, United States.

For the Wealth Management Client Services Associate position at Morgan Stanley, we are reviewing applications now.

Position Requirements
10+ Years work experience
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