- US Bank (Brea, CA)
- …what you excel at-all from Day One. **Job Description** Private Wealth Management ( PWM ) Universal Assistant is a service and support representative functioning ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Morgan Stanley (Long Beach, CA)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * PWM Registered Client Service Associate* **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...needs. *DUTIES and RESPONSIBILITIES:* * CLIENT SUPPORT* Provide service coverage for a FA/PWA/ team including: *… more
- Morgan Stanley (Long Beach, CA)
- …client experience * Assisting the FA/PWA/ team in delivering against their client service model, including preparing for regular meetings as well as ... Client Service Associate responsibilities at the request of the client and/or FA/PWA/ team , such as executing money movement transactions, answering… more