Client Services Specialist - Financial Advisory Support

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and teams. The role requires strong interpersonal skills, the ability to manage client inquiries, and clerical support across onboarding, documentation, and digital tools.

You will handle phone and in-person client interactions, assist with account details, and contribute to the firm’s service model and business plan execution.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Licensing: Series 7/66 or Series 63/65 may be required.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and support client relationships.
• Execute money movements at client/FA/PWA request.
• Answer non-investment questions and relay account balances.
• Enter profile information and pre-fill documents in clerical capacity.
• Educate/enroll clients in digital tools.
• Onboard and maintain client accounts and collect required documents.
• Provide clients with details on account information and investment objectives.
• Assist with marketing efforts and implement business plan.

Skills

Financial products knowledge

Detail oriented

MS Office

Client service skills

Time management

Team player

Adaptable and multitask

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Licensing: Series 7/66/63/65

2+ years industry experience

Tools

Microsoft Office

CRM systems

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors/Private Wealth Advisors and teams. The role requires strong interpersonal skills, the ability to manage client inquiries, and clerical support across onboarding, documentation, and digital tools.

You will handle phone and in-person client interactions, assist with account details, and contribute to the firm’s service model and business plan execution.