Wealth Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Morgan Stanley in Newport Beach, CA seeks a Registered Client Service Associate to support Financial Advisors and client relationships in a fast-paced, client-first environment. You will handle everyday requests, digital tool onboarding, and clerical account tasks to ensure accurate, timely service.
Ideal candidates have strong communication, organization, and teamwork skills, plus relevant Series licenses and industry experience. This role emphasizes service quality and ongoing learning.
We are looking to fill the Wealth Client Services Associate position at 711 MS Smith Barney, LLC in Newport Beach, CA, United States.
Join us at 711 MS Smith Barney, LLC as our next Wealth Client Services Associate in Newport Beach, CA, United States.
We are currently recruiting a Wealth Client Services Associate for our team in Newport Beach, CA, United States.
This is a great opportunity to take on the Wealth Client Services Associate role at 711 MS Smith Barney, LLC.
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