Wealth Management Associate: Client Experience Lead
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-02
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley Wealth Management is seeking a seasoned client service professional to support Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships and delivering an exceptional client experience across digital marketing, portfolio tools, and financial planning.
The position requires 5+ years of related experience, a four-year degree (or professional certification), and Series 7/66 or 63/65 licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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