Private Wealth Client Service Associate — Growth & Impact
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-07-31
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Morgan Stanley is seeking a Client Service Associate in the United States (Menlo Park area). You will support Financial Advisors and Private Wealth teams by cultivating client relationships, handling requests, and preparing plans and reports for client meetings.
The role emphasizes strong communication, a client-first mindset, and collaboration with advisors while maintaining accuracy across documentation and platforms.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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