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Financial Advisor Financial Services

Wealth Management Client Support Specialist

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A global financial services firm is seeking a Private Wealth Management Registered Client Service Associate in San Jose, California. This entry-level full-time role emphasizes exceptional client service and support for Financial Advisors. Candidates should have a High School Diploma, preferably a college degree, along with required industry certifications. Strong interpersonal skills, attention to detail, and proficiency in Microsoft Office tools are essential for success.

Competitive benefits and career growth opportunities are offered.
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