Client Service Associate, Wealth Advisory Support

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

Job summary

Morgan Stanley in Westlake Village, CA is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams, delivering a client-first experience and building trusted relationships through everyday service.

You will provide coverage for client accounts, execute money movements, onboard clients, relay account information, educate clients on digital tools, handle scheduling and documentation, and help colleagues execute their business plans, while

Qualifications

• High school diploma or equivalent; college degree preferred.
• Active securities licenses as listed (Series 7/66 or 63/65) depending on role.
• Two or more years of industry experience preferred.

Responsibilities

• Support FAs/PWAs/teams by cultivating client relationships.
• Execute money movements and relay account information to clients.
• Assist onboarding, digital tools, and client documentation.
• Provide account details and respond to non-investment questions.

Skills

Financial knowledge

Attention to detail

MS Office proficiency

Client service

Time management

Team player

Multitasking

Goal oriented

Education

High School Diploma or equivalent

College degree preferred

Active Series 7 (GS) and Series 66 or Series 63/65

Tools

MSOnline

eSign

eAuthorization

Zoom

Job description

Morgan Stanley in Westlake Village, CA is seeking a Registered Client Service Associate to support Financial Advisors, Private Wealth Advisors and teams, delivering a client-first experience and building trusted relationships through everyday service.

You will provide coverage for client accounts, execute money movements, onboard clients, relay account information, educate clients on digital tools, handle scheduling and documentation, and help colleagues execute their business plans, while