Wealth Management Client Services Associate
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-06-21
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first mindset.
Responsibilities include supporting client relationships, executing transactions, onboarding clients, and assisting with administrative tasks. A high school diploma is required, with a college degree preferred, alongside industry experience and various required licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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