Wealth Client Services Associate
Listed on 2026-11-05
-
Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors, PWAs, and teams daily. You will build trusted relationships through regular client interactions and a client-first mindset.
Key duties include client data entry, executing money movements, answering non-investment questions, onboarding accounts, educating clients on digital tools, maintaining records, and supporting the team's marketing efforts.
Consider building your career as a Wealth Client Services Associate at Morgan Stanley.
We appreciate your interest in this position.
Join Morgan Stanley and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Client Services Associate role at Morgan Stanley, based in Oxnard, CA, United States.
We are looking to fill the Wealth Client Services Associate position at Morgan Stanley in Oxnard, CA, United States.
(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).