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Client Services Associate - Financial Guidance & Support

Job in Menlo Park, San Mateo County, California, 94029, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is looking for Client Service Associates in Menlo Park, California to modernize the client experience through excellent service. You will cultivate and enhance client relationships, process their requests, and work closely with Financial Advisors to support their business plans.

The ideal candidates will have strong computer skills, client service expertise, and a background in finance. Opportunities for training and career growth are available, along with a competitive salary and benefits package.

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Position Requirements
10+ Years work experience
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