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Client Service Associate: Wealth Advisory
Job in
Napa, Napa County, California, 94559, USA
Listed on 2026-08-30
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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