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Senior Private Wealth Client Services Specialist

Job in Long Beach, Los Angeles County, California, 90801, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 35000 - 90000 USD Yearly USD 35000.00 90000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, handle routine account activity, and assist with onboarding, digital tools, and client communications.

The role emphasizes accuracy, strong communication, and the ability to work in a fast-paced environment while supporting client-first service goals.

This posting is for the Senior Private Wealth Client Services Specialist role at 711 MS Smith Barney, LLC, based in CA, United States.

We are looking to fill the Senior Private Wealth Client Services Specialist position at 711 MS Smith Barney, LLC in CA, United States.

The Senior Private Wealth Client Services Specialist role at 711 MS Smith Barney, LLC is now open for applications in CA, United States.

Position Requirements
10+ Years work experience
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