Wealth Client Services Specialist
Listed on 2026-10-13
-
Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Morgan Stanley's Newport Beach office seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. The role emphasizes building trusted client relationships and a client-first mindset.
Responsibilities include handling money movements, account onboarding, and coordinating administrative tasks. The ideal candidate will have securities licenses and strong MS Office skills, with 2+ years of industry experience
The Wealth Client Services Specialist role at Morgan Stanley is now open for applications in Newport Beach, CA, United States.
We would love to welcome a new Wealth Client Services Specialist to our organisation in Newport Beach, CA, United States.
For the Wealth Client Services Specialist position at Morgan Stanley, we are reviewing applications now.
Step into the Wealth Client Services Specialist role at Morgan Stanley in Newport Beach, CA, United States and grow with us.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).