Advisor Support Specialist — Client Services

Morgan Stanley; Pasadena (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service. You will build trusted relationships through daily interactions and help clients with routine needs.

This role covers client support, administrative tasks, onboarding, and education on digital tools, while staying current on policies and platforms. Strong interpersonal skills and a client-first mindset are essential in a fast-paced, collaborative environment.

Qualifications

• High School Diploma or equivalent required; 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 and strong communication skills.
• Advanced Microsoft Office skills and strong writing, interpersonal and time-management abilities.

Responsibilities

• Provide service coverage for an FA team and cultivate client relationships.
• Execute money movement transactions as requested by clients or FA team.
• Answer general non-investment questions about accounts and balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, gathering required information.
• Provide clients with account information details and objectives.
• Accept or enter unsolicited and solicited orders as directed.
• Support FAs' marketing strategy and website maintenance.
• Assist FAs in delivering business plans and client service models.
• Maintain knowledge of policies and new platforms; participate in initiatives.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Writing skills

Teamwork

Adaptability

Goal oriented

Education

High School Diploma

College degree preferred

Tools

MS Office

Excel

Outlook

PowerPoint

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service. You will build trusted relationships through daily interactions and help clients with routine needs.

This role covers client support, administrative tasks, onboarding, and education on digital tools, while staying current on policies and platforms. Strong interpersonal skills and a client-first mindset are essential in a fast-paced, collaborative environment.