Wealth Management Client Services Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services
Morgan Stanley Wealth Management Associates provide exceptional client service and support for Financial Advisors, PWAs, and teams. The role focuses on enhancing client relationships, meeting preparation, and timely follow-ups, ensuring all service functions are performed efficiently.
Responsibilities include aiding in business development, coordinating digital and in-person marketing, preparing client reports, and conducting research as needed.
We are currently recruiting a Wealth Management Client Services Lead for our team in Newport Beach, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Lead role in the description above.
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