Client Services Associate: Trusted Support for Financial Advisors

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

Job summary

Morgan Stanley in Palo Alto seeks Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted client relationships and requires strong interpersonal skills to handle daily client needs.

Responsibilities include servicing accounts, processing money movements, answering questions, onboarding clients, educating on digital tools, and supporting marketing initiatives.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 license preferred and other securities licenses as listed.
• Two+ years of industry experience preferred.
• Strong knowledge of financial services products.
• Excellent communication and organizational skills.

Responsibilities

• Provide service coverage for a FA/PWA/team, cultivate client relationships and answer client inquiries.
• Process money movement requests and assist with account-related tasks.
• Educate clients on digital tools and onboard new clients.

Skills

Client service

Interpersonal skills

Microsoft Office

Written communication

Time management

Team player

Multitasking

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS)

Series 66 (AG/RA)

Series 63/65 (AG/RA)

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley in Palo Alto seeks Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role builds trusted client relationships and requires strong interpersonal skills to handle daily client needs.

Responsibilities include servicing accounts, processing money movements, answering questions, onboarding clients, educating on digital tools, and supporting marketing initiatives.