Client Service Associate: Wealth Advisory Support

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

Job summary

Morgan Stanley in Napa, CA is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will manage account information, execute money movements, onboard clients, and assist with digital tools while maintaining accuracy in a fast-paced environment.

Ideal candidates have strong interpersonal skills, professional communication, and proficiency with MS Office.

Qualifications

• Experience in financial services or client-facing roles preferred.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks with accuracy.

Responsibilities

• Provide service coverage for FA/PWA/team and support client relationships.
• Execute money movement transactions per client/FA requests.
• Educate or enroll clients in digital tools and onboard new accounts.

Skills

Customer service

Interpersonal skills

Microsoft Office

Multitasking

Time management

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in Napa, CA is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will manage account information, execute money movements, onboard clients, and assist with digital tools while maintaining accuracy in a fast-paced environment.

Ideal candidates have strong interpersonal skills, professional communication, and proficiency with MS Office.