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Wealth Management Client Service Associate

Listing for: Morgan Stanley
Full Time position Listed on 2026-11-14
Job specializations:
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 Registered Client Service Associate to support Financial Advisors and teams in Mountain View, CA. The candidate will assist with client relations, account documentation, and digital tools adoption, while providing accuracy and timely service.

Key duties include handling money movements, answering client questions, and maintaining schedules and documentation. Strong communication and organizational skills are essential.

We are looking to fill the Wealth Management Client Service Associate position at Morgan Stanley in Mountain View, CA, United States.

We are seeking a motivated Wealth Management Client Service Associate to join Morgan Stanley in Mountain View, CA, United States.

Consider building your career as a Wealth Management Client Service Associate at Morgan Stanley.

The Wealth Management Client Service Associate position in the Finance, Sales field is open for applications.

Position Requirements

10+ Years work experience
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