Private Wealth Management Client Service Associate opportunity at Morgan Stanley in Acalanes Ridge, CA in the Finance sector. This position offers $35,152 – $90,000/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Private Wealth Management Client Service Associate

Morgan Stanley

📍 Acalanes Ridge, CA 💼 Finance 💵 $35,152 – $90,000/yr Full-time

Pay

$35,152 – $90,000/yr

Job type

Full-time

Location

Acalanes Ridge, CA

Category

Finance

Posted

5 days ago

Expires

2026-09-14

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Full job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enh…

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