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Senior Wealth Management Client Services Lead
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-01
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow-ups.
Ideal candidates have 5+ years in Wealth Management support, required licenses (Series 7/66/63/65), and strong MS Office skills. The position emphasizes accuracy, teamwork, and adaptable governance within a fast-paced
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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