Client Services Associate – Financial Advisory Support

711 MS Smith Barney, LLC; Santa Monica (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors, PWAs and teams on a daily basis.

The role involves client coverage, onboarding and maintenance of accounts, educating clients on digital tools and staying current on policies, procedures, and new platforms. Strong interpersonal skills and a client-first mindset are essential.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7, 66, 63, and 65 as applicable.
• Two or more years of industry experience preferred.
• Knowledge of equities, bonds, funds, annuities and managed accounts.

Responsibilities

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movement transactions on request and relay account details.
• Answer general non-investment questions and onboard/maintain client accounts.
• Educate clients on digital tools and assist with onboarding and documentation.

Skills

Client service

Relationship building

Financial products knowledge

Microsoft Office

Communication skills

Time management

Team player

Education

High School Diploma or equivalent

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

Microsoft Office

Zoom / video conferencing

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors, PWAs and teams on a daily basis.

The role involves client coverage, onboarding and maintenance of accounts, educating clients on digital tools and staying current on policies, procedures, and new platforms. Strong interpersonal skills and a client-first mindset are essential.