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Client Services Associate Financial Advisory Team

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 34320 - 90000 USD Yearly USD 34320.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate for Financial Advisory Team
A leading financial services firm seeks a Client Service Associate to provide exceptional service, support Financial Advisors, and enhance client relationships. The ideal candidate is detail oriented with strong organizational and interpersonal skills. Responsibilities include executing transactions, managing schedules, and educating clients about tools. Expected base pay ranges from $34,320 to $90,000 annually, depending on experience and individual negotiations.

This role offers a diverse and inclusive workplace with opportunities for growth.
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Position Requirements
10+ Years work experience
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