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Financial Services Bank Customer Service Financial Advisor

Wealth Client Services Associate

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Financial Advisor
Salary/Wage Range or Industry Benchmark: 34320 - 90000 USD Yearly USD 34320.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Newport Beach seeks a Registered Client Service Associate. This role involves providing exceptional service to clients and supporting Financial Advisors in tasks such as executing transactions and maintaining client relationships. Ideal candidates will possess strong interpersonal and organizational skills, a high school diploma, and experience in the financial industry. Compensation ranges from $34,320 to $90,000 annually, reflecting experience and skills.
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Position Requirements
10+ Years work experience
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