Client Service Associate – Financial Advisory Support

Socket.dev; Palo Alto (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and their clients with daily account-related activities. The role emphasizes client relations, data entry, and education on digital tools within a fast-paced, regulated environment.

Ideal candidates will have strong interpersonal and writing skills, experience with MS Office, and a couple of years in financial services.

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) preferred.
• Two or more years of industry experience preferred.

Responsibilities

• Support FA team in cultivating client relationships.
• Execute money movement transactions per client/FA requests.
• Answer general client questions on accounts and balances.
• Enter profile information and pre-fill account documents.
• Educate or enroll clients in digital tools.
• Onboard and maintain client accounts for the FA team.
• Provide clients with account details (objectives, risk tolerance).
• Assist FAs with marketing and business plan delivery.
• Stay current on policies, procedures and new platforms.
• Participate in firm initiatives and special projects.

Skills

Interpersonal skills

Client service

Microsoft Office

Time management

Team player

Multitasking

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Active FINRA licenses (Series 7/66 or 63/65)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and their clients with daily account-related activities. The role emphasizes client relations, data entry, and education on digital tools within a fast-paced, regulated environment.

Ideal candidates will have strong interpersonal and writing skills, experience with MS Office, and a couple of years in financial services.