About this role
Private Wealth Management Client Service Associate at Morgan Stanley. Location: San Francisco, California, United States. Role: supporting clients, processing requests, onboarding accounts Requirements: Willingness to obtain Series licenses, 2+ years industry experience preferred, high school diploma required, college preferred, strong client service, writing, organizational and Microsoft Office skills. Category: Customer Service Seniority: Entry Level Tools: Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English