Wealth Client Services Associate — Client-Focused
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-25
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in San Diego seeks a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role involves managing client information, executing transactions, and educating clients about digital tools. Candidates must possess strong interpersonal skills and relevant financial knowledge, along with at least two years of industry experience. A supportive work environment with a focus on client relationships is emphasized.
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Position Requirements
10+ Years
work experience
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