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Financial Services Banking & Finance Financial Advisor

Wealth Management Client Services Associate

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate in San Mateo to provide exceptional client service and support Financial Advisors. Candidates should have a High School Diploma, experience in the industry, and strong interpersonal skills. The role involves managing client relationships and executing financial transactions in a collaborative environment. Competitive salary and comprehensive benefits are offered.
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Position Requirements
10+ Years work experience
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