Client Services Associate — Wealth Support & Admin

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

Job summary

Registered Client Service Associates at Morgan Stanley provide exceptional service to our clients and support Financial Advisors daily. By engaging with clients you build trusted relationships and help with their routine needs in a client-first environment.

You will handle account information, process requests, educate clients on digital tools, and assist with onboarding tasks while staying current on policies and platforms.

Qualifications

• High School Diploma or equivalent required; 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 FAs/PWAs/teams and support client relationships.
• Process money movement transactions as requested by clients and advisors.
• Answer non-investment questions and relay account balances and positions.
• Enter client profile information and pre-fill account documentation.
• Educate clients on digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Support marketing initiatives and website maintenance for advisors.
• Stay updated on policies, procedures, and platforms.

Skills

Client service

Interpersonal skills

Microsoft Excel

Time management

Team player

Education

High School Diploma or equivalent

College degree preferred

Tools

MS Office

Excel

PowerPoint

Job description

Registered Client Service Associates at Morgan Stanley provide exceptional service to our clients and support Financial Advisors daily. By engaging with clients you build trusted relationships and help with their routine needs in a client-first environment.

You will handle account information, process requests, educate clients on digital tools, and assist with onboarding tasks while staying current on policies and platforms.