Top Tech Jobs & Startup Jobs in San Francisco, CA

Provides client service and administrative support to Financial Advisor teams. Responsibilities include processing money movements and orders, maintaining client accounts, answering account questions, onboarding clients, supporting digital tools, coordinating calendars and meetings, managing travel and expenses, maintaining documentation, and assisting with marketing and business plans. Requires financial services knowledge, active securities registrations, strong organizational and interpersonal skills, and advanced Microsoft Office proficiency.

Provides administrative and operational support for a wealth management branch, including expense management, event coordination, invoicing, HR processes, facilities, office administration, technology projects, compliance activities, and management initiatives. Serves as a liaison among branch leadership, employees, vendors, internal business partners, and complex management. Maintains records, calendars, supplies, business continuity plans, and regulatory-related processes while supporting multiple branch locations as needed.

Lead and supervise branch Support and Service Professionals, drive service excellence, coach and onboard staff, partner with sales and risk teams, manage operational tasks (client inquiries, expense tracking), implement process improvements, and support the Market Business Service Officer on service initiatives and training.

Supports financial advisors and private wealth teams with client service, account transactions, meeting preparation, follow-up tracking, financial planning, portfolio reporting, research, and business development activities. The role also assists with digital and in-person marketing, client communications, seminars, and firm initiatives while maintaining compliance with policies and platforms.

Lead end-to-end management of Morgan Stanleys affordable housing private equity portfolio, including sourcing, underwriting, approvals, closings, asset and portfolio management, governance, risk monitoring, performance reporting, and exits. Act as senior product owner and relationship manager with fund managers, sponsors, legal and risk partners, present to governance forums, and lead a team to ensure disciplined execution and strong portfolio performance aligned with community development objectives.

As an Associate, you'll provide investment banking services, prepare transactions, execute analyses, and respond to client inquiries, supporting public sector financing initiatives.

The Branch Examiner conducts independent risk-based examinations, evaluates compliance at retail branches, and collaborates with management on corrective action plans.

Support Private Bankers and Financial Advisors by identifying cash management and lending opportunities, delivering product and service support, developing marketing pipelines, communicating product and policy updates, and collaborating with cross-functional teams to meet revenue targets and client needs.

Work on healthcare client transactions including strategic advisory, M&A, and public/private capital markets. Build and review complex financial models, interpret financial statements, support deal execution, and collaborate across teams to deliver high-quality advice under tight deadlines.

Registered Client Service Associates support Financial Advisors and teams by providing client service, executing transactions, and managing administrative tasks to enhance client relationships.