Client Service Associate - Private Wealth Support

Morgan Stanley; Santa Monica (CA); On-site; USD 35,152 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements while maintaining strong service standards.

Ideal candidates will have a High School diploma or higher, FINRA licenses, and 2+ years of industry experience.

Qualifications

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

Responsibilities

• Support Financial Advisor(s)/Private Wealth Advisor(s)/teams in cultivating and enhancing client relationships.
• Execute money movement transactions as requested by client or FA/PWA/team.
• Answer general non-investment questions about client accounts and provide 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 and gather required documentation.
• Provide clients with details on investment objectives and risk tolerance.
• Assist with marketing initiatives and website maintenance.
• Stay updated on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team collaboration

Adaptability

Multitasking

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

FINRA Series 7 (GS)

FINRA Series 66 (AG/RA) or Series 63/65

Tools

Brokerage licenses (Series 7/66/63/65)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements while maintaining strong service standards.

Ideal candidates will have a High School diploma or higher, FINRA licenses, and 2+ years of industry experience.