Client Service Specialist for Financial Advisors

Morgan-Stanley; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Diversity & inclusion

Job summary

Morgan Stanley in San Francisco seeks a Client Service Associate to support Financial Advisors in daily client service and account processing. You will cultivate client relationships, handle inquiries, and assist with banking products and digital services.

The role emphasizes attention to detail, strong communication, and collaboration with the team. A college degree is preferred and Series licenses may be pursued.

Qualifications

• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; college degree preferred.
• Knowledge of financial services products and strong client service skills.

Responsibilities

• Cultivate and enhance client relationships through active communication and processing requests.
• Identify and assist with Firm services and digital offerings to support clients’ needs.
• Input orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans, client reports, and materials for client meetings.
• Support marketing and coordinate client events and seminars.

Skills

Client service

Interpersonal skills

Organizational skills

Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in San Francisco seeks a Client Service Associate to support Financial Advisors in daily client service and account processing. You will cultivate client relationships, handle inquiries, and assist with banking products and digital services.

The role emphasizes attention to detail, strong communication, and collaboration with the team. A college degree is preferred and Series licenses may be pursued.