Wealth Management Client Services Associate
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-16
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services, Financial Sales
Job Description & How to Apply Below
Morgan Stanley seeks a Client Service Associate to provide exceptional client service and support Financial Advisors in daily operations. You will build trusted relationships through regular client interactions and help manage accounts, documentation, and requests.
Ideal candidates bring strong interpersonal skills, attention to detail, and proficiency with Microsoft Office. A willingness to pursue securities licenses and a college degree is preferred to advance within a dynamic, client-focused
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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