San Francisco, California, United States · On-site
$34k–$90k/yr
Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build tr…
Skills: Financial services, Client service, Interpersonal skills, Organizational skills, Time management
San Francisco, California, United States · Hybrid
$35/hr–$41/hr
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except…
Skills: Risk management, Internal audit, Information technology, Accounting, Critical thinking
San Francisco, California, United States · On-site
$130k–$165k/yr
tl;dr Fresh off a $15M Series A led by Accel (total funding now $20M+), Agave is experiencing hockey-stick growth. We're hiring our first full-time marketing hire: a hands-on Marketing Lead to run our marketing day to da…
Skills: Marketing strategy, Content creation, Lead generation, SEO, AEO
San Francisco, California, United States · Hybrid
$150k–$275k/yr
Why Blee: Blee is an AI-first marketing content compliance platform. PayPal, NerdWallet, and Brex already trust us. We're YC-backed, founded by an ex-Adobe marketing ops leader and former lawyer, and we're defining a cat…
Skills: Python, Machine learning, Artificial intelligence, LLM, Agent-based architectures
PlaidSan Francisco, California, United States · Hybrid
$188k–$250k/yr
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of develo…
Skills: Corporate governance, Securities law, Board support, Corporate transactions, Regulatory compliance
San Francisco, California, United States · On-site
$38/hr–$45/hr
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except…
Skills: State and local tax, Tax planning, Tax research, Accounting, Microsoft Excel
San Francisco, California, United States · Hybrid
$240k–$280k/yr
About Sentry Software runs the world and the pace is faster than ever. Sentry helps developers fix errors and performance issues before users notice, so teams can spend less time firefighting and more time building. Trus…
Skills: Financial Planning and Analysis, Forecasting, Budgeting, Management Reporting, Board Reporting
San Francisco, California, United States · Hybrid
$100k–$125k/yr
Samba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized i…
Skills: Revenue accounting, ASC 606, GAAP, NetSuite, Financial reporting
San Francisco, California, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer Focus, Oral Communications, Problem Solving
San Francisco, California, United States · Hybrid
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldw…
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San Francisco, California, United States · On-site
$210k–$240k/yr
Pylon is the only agentic support platform, purpose-built for B2B companies. For leaders scaling AI-native support teams, Pylon lets humans and agents collaborate on customer work – investigating, resolving, and acting o…
Skills: Financial reporting, Month-end close, GAAP, Accounting operations, AR
San Francisco, California, United States · Hybrid
$193k–$241k/yr
Your Role In Our Mission We are seeking a highly motivated attorney with experience in structured finance / secured lending to join our legal team as Corporate Counsel. This person will play a key role in Prosper’s busin…
Skills: Structured finance, Secured lending, Transactional law, Capital markets, Securitizations
San Francisco, California, United States · Hybrid
$215k–$275k/yr
About this role About Aladdin Engineering Aladdin is BlackRock’s end-to-end investment management and operations platform — trusted by hundreds of institutional clients and advisors globally, supporting over $21 trillion…
Skills: Technical leadership, Software engineering, Microservices architecture, Cloud-native infrastructure, Event-driven systems
San Francisco, California, United States · Hybrid
$190k–$220k/yr
Generate Capital is seeking a Director of Portfolio Finance. The Portfolio Finance team is responsible for the daily execution and tranching of projects into tax equity and debt facilities. The new Director will serve as…
Skills: Structured finance, Project finance, Financial modeling, Tax equity, Debt instruments
San Francisco, California, United States · Hybrid
$120k–$171k/yr
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldw…
Skills: Corporate governance, Company secretarial, Regulatory compliance, Entity lifecycle management, Board support
San Francisco, California, United States · On-site
$200k–$290k/yr
About us Sierra is the leading platform for customer-facing AI agents, working with many of the world's biggest brands — including The GAP, Rocket Mortgage, SoFi, Sutter Health, and SoftBank — to transform how they serve…
Skills: AI agent development, Strategic problem-solving, Customer relationship management, Technical aptitude, API documentation
San Francisco, California, United States · On-site
$140k–$190k/yr
About Finix Finix is building the global operating system for fintech, starting with payments. From startups to publicly traded companies, Finix processes tens of billions of dollars annually both in-store and online. Fi…
Skills: Digital Marketing, SEM, Paid Social, Performance Marketing, Direct Response Copywriting
San Francisco, California, United States · On-site
We are so glad you are interested in joining Sutter Health! Organization: SPMF-Sutter Pacific Medical Foundation - South Position Overview: Responsible for providing administrative logistics and operations support to a c…
Skills: Administrative support, Logistics management, Project management, Program coordination, Data management
San Francisco, California, United States · Hybrid
$160k–$220k/yr
About Zip Zip is the AI platform for enterprise procurement — built for humans and agents working together. By orchestrating procurement across teams, tools, and suppliers with the help of AI agents, companies can secure…
Skills: Product Design, B2B Design, User Research, Figma, Prototyping
San Francisco, California, United States · On-site
$50k–$100k/yr
Application Deadline: 09/21/2026 Address: 180 Montgomery St. Job Family Group: Strategy & Change Supports the management & execution of the assigned business/group program or project, including providing input to design,…
Skills: Project management, Data analysis, Risk management, Communication, Organization
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Provide comprehensive administrative and service support to Financial Advisor teams, including managing client relationships and executing transactions. Handle daily operational tasks such as calendar management, expense reporting, and maintaining client documentation.
Requires a High School Diploma or equivalent, with a college degree preferred. Candidates must hold active Series 7 and Series 66 (or 63 and 65) licenses and possess at least two years of industry experience.
Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Provide service coverage for an FA team including:
Supporting the FA team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team
Supporting the FAs teams’ marketing strategy (e.g., website maintenance)
Assist FAs teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Based on 2437 listings with disclosed salaries, most finance & accounting jobs in San Francisco, CA pay between $100k–$250k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,936 open finance & accounting positions in San Francisco, CA listed on Clera. New openings are added daily as companies post roles.
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