Client Services Associate - Financial Advisory Support

Morgan Stanley; Santa Rosa (CA); On-site; USD 72,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in the United States to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and answer client inquiries while maintaining accurate account information and documentation.

The role emphasizes service excellence, digital tool enrollment, and collaboration with advisory teams. A strong client-service mindset and Microsoft Office proficiency are essential, with

Qualifications

• High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship support.
• Process money movement requests and relay account information.
• Answer non-investment questions and relay account balances or positions.
• Enter profile information or pre-fill account documentation in clerical capacity at direction.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around account objectives and risk tolerance.
• Assist FAs/PWAs/teams in delivering against business plans and client service model.
• Stay current on policies, procedures and new platforms.

Skills

Client service

Interpersonal skills

Time management

Team player

Multitasking

Prioritization

Financial services knowledge

Office software proficiency

Education

High School Diploma

College degree preferred

Series 7 (GS)

Series 66 (AG/RA)

Series 63 (AG)

Series 65 (RA)

Industry experience (2+ years)

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in the United States to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and answer client inquiries while maintaining accurate account information and documentation.

The role emphasizes service excellence, digital tool enrollment, and collaboration with advisory teams. A strong client-service mindset and Microsoft Office proficiency are essential, with