Senior Wealth Management Client Services Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services
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
For the Senior Wealth Management Client Services Lead position at Morgan-Stanley, we are reviewing applications now.
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This posting is for the Senior Wealth Management Client Services Lead role at Morgan-Stanley, based in Newport Beach, CA, United States.
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