Client Services Associate - Financial Advisory Support

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

Job summary

Morgan Stanley is seeking Registered Client Service Associates to support Financial Advisors and Private Wealth teams daily, building trusted relationships through client-first service. You will handle account documentation, educate clients on digital tools, and assist with onboarding and ongoing admin tasks in a fast-paced environment.

Key responsibilities include processing money movements, answering client questions about accounts, maintaining calendars and records, and supporting marketing

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team, including cultivating client relationships and processing requests.
• Execute money movement transactions per client/FA/PWA instructions.
• Answer general non-investment questions on client accounts, including relaying stock positions and balances.
• Enter profile information or pre-fill account documents in clerical capacity at the direction of the FA/PWA/team.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting required documentation.
• Provide clients with details around account information (e.g., objectives, risk tolerance).
• Accept or enter unsolicited orders and/or solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Support FAs/PWAs/teams’ marketing strategy (website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Stay current on policies, procedures, and new platforms.
• Participate in firm initiatives and special projects as directed by local management.

Skills

Client service

Interpersonal skills

Time management

Detail oriented

Multitasking

Team player

Communication

MS Office

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

MS Office

CRM systems

Financial platforms

Job description

Morgan Stanley is seeking Registered Client Service Associates to support Financial Advisors and Private Wealth teams daily, building trusted relationships through client-first service. You will handle account documentation, educate clients on digital tools, and assist with onboarding and ongoing admin tasks in a fast-paced environment.

Key responsibilities include processing money movements, answering client questions about accounts, maintaining calendars and records, and supporting marketing