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Client Service Associate: Wealth Advisory

Job in Napa, Napa County, California, 94559, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 75000 - 110000 USD Yearly USD 75000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate: Wealth Advisory Support

Morgan Stanley in Napa, CA is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will manage account information, execute money movements, onboard clients, and assist with digital tools while maintaining accuracy in a fast-paced environment.

Ideal candidates have strong interpersonal skills, professional communication, and proficiency with MS Office.

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Position Requirements
10+ Years work experience
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