Client Service Associate

711 MS Smith Barney, LLC; San Diego (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Commission

Incentive pay

Bonuses

Benefits package

Job summary

Morgan Stanley is seeking a Client Service Associate in San Diego to support Financial Advisors, PWAs, and teams by building client relationships, processing transactions, and answering account questions.

The role includes educating clients on digital tools, coordinating meetings, and handling administrative tasks. A high school diploma is required, with industry experience a plus; Series 7/66 or 63/65 willingness is expected. Morgan Stanley offers comprehensive benefits and growth opportunities.

Qualifications

• High School Diploma or equivalent is required; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Detail-oriented with strong organizational skills and prioritization.
• MS Office proficiency (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions at client/FA/PWA request.
• Answer general non-investment questions about client accounts; relay stock positions and balances.
• Enter profile information or pre-fill account documents in a clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Support marketing strategies and client service model for FAs/PWAs/teams.”
• Participate in training, initiatives, and special projects as directed.
• Answer inbound/outbound calls and schedule follow-ups.
• Manage calendars, coordinate meetings, and Zoom credentials.
• Maintain travel itineraries, prepare expense reports, and manage reimbursements.
• Assist with general in-office support (copying, filing, scanning).

Skills

Microsoft Office

Client service

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment related questions concerning client accounts, relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts/documents in a clerical capacity.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) and business plan and client service model.
• Participate in firm initiatives (e.g., training or education programs), special projects, and other duties directed by local management.
• Answer inbound phone calls or make outbound calls, scheduling follow-ups.
• Manage the calendar, coordinate meetings or events with logistics such as material prep, agendas, and Zoom credentials.
• Maintain travel itineraries, prepare expense reports, and manage reimbursement processes.
• Assist with general in-office support functions such as copying, filing, and scanning.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail-oriented with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills and ability to multi-task.
• Team player, collaborative, adaptable in a fast‑paced environment.
• Goal oriented, self‑motivated, and results driven.
• Reports to Business Service Officer.

Benefits

• Base pay range $34,320 to $90,000 per year, plus commission, incentive compensation, discretionary bonuses, and other benefit programs.
• Comprehensive employee benefits and perks.
• Opportunity to move within the business for those who show passion and grit.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.