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Wealth Management Client Services Specialist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-14
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Services, Financial Sales, Wealth Management
Job Description & How to Apply Below
Morgan Stanley in San Francisco seeks a client service professional to cultivate client relationships, onboard accounts, and support financial advisors with banking products and digital tools.
The role requires obtaining Series 7 and Series 66 (or Series 63 and 65), 2+ years of industry experience, strong writing and interpersonal skills, and proficiency in Microsoft Office to manage documentation, accounts, and communications.
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