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Senior Client Services Associate - Wealth Advisory
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2025-12-11
Listing for:
Morgan Stanley
Full Time
position Listed on 2025-12-11
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks a Senior Registered Client Service Associate in Walnut Creek. The successful candidate will excel in client support, assisting financial advisors with transactions, onboarding, and providing exceptional service. Ideal candidates will have a high school diploma, be detail-oriented, and possess Series 7 and 66 licenses. The role demands excellent communication skills and the ability to thrive in a fast-paced environment.
Join a firm committed to client satisfaction and professional growth.
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Position Requirements
10+ Years
work experience
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