Wealth Client Services Associate
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-11
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in San Francisco. You will help cultivate client relationships, process money movements, and address non-investment inquiries.
Responsibilities include onboarding clients, maintaining accounts, educating clients on digital tools, and assisting with marketing and client service initiatives in a fast-paced team environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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