Wealth Client Service Associate – Client Support
Listed on 2026-10-06
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Financial Sales, Bank Customer Service
Morgan Stanley is seeking a Registered Client Service Associate in our San Mateo area to provide exceptional service to clients and support Financial Advisors. You will assist with client onboarding, account maintenance, money movements, and digital tool enrollment while maintaining strong client relationships.
Ideal candidates hold a HS diploma, college degree preferred, and FINRA licenses (Series 7/66 or 63/65).
This is a great position to take on the Wealth Client Service Associate – Trusted Client Support role at 711 MS Smith Barney, LLC.
The Wealth Client Service Associate – Trusted Client Support position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Client Service Associate – Trusted Client Support in San Mateo, CA, United States within Finance, Sales.
This role, Wealth Client Service Associate – Trusted Client Support at 711 MS Smith Barney, LLC, could be your next opportunity.
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