Wealth Management Client Services Specialist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-14
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will cultivate client relationships, process requests, and ensure information and documentation stay current.
Responsibilities include onboarding clients, reviewing alerts, assisting with banking products and digital tools, preparing reports for client meetings, and coordinating travel and meetings.
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