Client Service & Wealth Team Support Associate

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

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and delivering proactive service. This role handles client inquiries, money movements, calendar coordination, expense reporting, and light marketing support, while staying up to date with policies and new platforms.

A high school diploma is required; a college degree is preferred, and licensing goals (Series 7/66 or 63/65)

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Willingness to obtain securities licenses (Series 7/66/63/65).

Responsibilities

• Support Financial Advisors and teams in cultivating client relationships.
• Execute money movements and relay account information.
• Manage calendars, travel itineraries, and expense reports.
• Educate clients on digital tools and assist with documentation.

Skills

Client service

Interpersonal skills

Time management

Microsoft Office

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Series licensing intent

Tools

Microsoft Office Suite

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and delivering proactive service. This role handles client inquiries, money movements, calendar coordination, expense reporting, and light marketing support, while staying up to date with policies and new platforms.

A high school diploma is required; a college degree is preferred, and licensing goals (Series 7/66 or 63/65)