Client Service Associate, Financial Advisory Support

Morgan Stanley; San Francisco (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley in San Francisco seeks a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service. You will handle money movements, answer routine questions, onboard clients, maintain accounts, and assist with digital tools, while staying updated on policies and new platforms.

This role requires a high school diploma (college degree preferred), relevant licenses, and 2+ years of experience; strong MS Office skills and a collaborative,

Qualifications

• High School Diploma/Equivalency required; college degree preferred.
• Active FINRA licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for an FA team, cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or FA team.
• Answer general non-investment questions about client accounts and relay account information.

Skills

Interpersonal skills

Time management

Detail oriented

Client service

Multitasking

Education

Series 7/66/63/65 licenses

High School Diploma

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in San Francisco seeks a Registered Client Service Associate to support Financial Advisor teams and deliver exceptional client service. You will handle money movements, answer routine questions, onboard clients, maintain accounts, and assist with digital tools, while staying updated on policies and new platforms.

This role requires a high school diploma (college degree preferred), relevant licenses, and 2+ years of experience; strong MS Office skills and a collaborative,