Client Service Associate: Wealth Support & Admin
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-30
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Morgan Stanley in the United States seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling routine requests.
You will manage account information, execute money movements, educate clients on digital tools, onboard accounts, and contribute to client service and marketing initiatives while staying current on policies and platforms.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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