Wealth Client Services Associate – Advisor Support & Growth
Listed on 2026-10-17
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Morgan Stanley in Walnut Creek seeks a Registered Client Service Associate to provide exceptional client service, support Financial Advisors, and build trusted relationships. You will handle routine client inquiries, process transactions, and assist with account documentation.
The role requires knowledge of financial products, strong organizational skills, and proficiency with Microsoft Office. Two+ years in financial services and active Series 7/66 (or 63/65) licenses are preferred.
We are seeking a motivated Wealth Client Services Associate – Advisor Support & Growth to join Morgan Stanley in Walnut Creek, CA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Associate – Advisor Support & Growth role in the description above.
We appreciate your interest in this position.
Join Morgan Stanley and contribute to our ongoing work.
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