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Wealth Client Services Specialist
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-07-15
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Morgan Stanley is seeking a Registered Client Service Associate in Santa Rosa, CA, to support Financial Advisors and teams. You will handle client inquiries, process transactions, onboard clients, and maintain accounts with attention to accuracy and compliance.
The role requires strong interpersonal skills, high detail orientation, and proficiency in MS Office. Familiarity with digital tools and a willingness to learn is essential for success in a fast-paced environment.
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