Client Service Associate for Wealth Advisory Teams

Morgan Stanley; Napa (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley in California seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth teams in Napa with client service and administrative tasks.

You will handle account inquiries, process money movements, onboard clients, educate on digital tools, and assist with marketing efforts while staying current on policies and platforms, ensuring accuracy and timeliness in a fast-paced environment.

Qualifications

• High School Diploma or equivalent is required.
• College degree is preferred.
• Active FINRA licenses: Series 7 and 66 or Series 63 and 65.
• Two or more years of industry experience preferred.

Responsibilities

• Support the FA/PWA/team in cultivating new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment questions concerning client accounts and balances
• Enter profile information and pre-fill account documents in a clerical capacity
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts with required documentation
• Provide clients with details around their account information
• Accept or enter unsolicited or solicited orders as directed
• Support marketing strategy and website maintenance
• Assist teams in delivering against their business plan and service model
• Stay current on policies, procedures, and new platforms
• Participate in training, special projects and other duties

Skills

Client service

Microsoft Office

Interpersonal skills

Time management

Teamwork

Multitasking

Detail orientation

Financial products

Written communication

Prioritization

Education

High School Diploma

College degree preferred

FINRA licenses: Series 7 & 66 or 63 & 65

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Morgan Stanley in California seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth teams in Napa with client service and administrative tasks.

You will handle account inquiries, process money movements, onboard clients, educate on digital tools, and assist with marketing efforts while staying current on policies and platforms, ensuring accuracy and timeliness in a fast-paced environment.