Financial Advisor Support Specialist

Morgan Stanley; Los Angeles (CA); On-site; USD 35,152 - 90,000; Full time

Job summary

Morgan Stanley is looking for Registered Client Service Associates in Los Angeles, California. This role involves providing exceptional service and support to Financial Advisors and clients, focusing on building trusted relationships. Candidates should possess strong interpersonal skills and the ability to manage multiple tasks effectively.

The position requires a High School Diploma, with a preference for a college degree. Active Series 7 and other relevant certifications are essential. Expected base pay ranges from $35,152 to $90,000 annually.

Qualifications

• Two or more years of industry experience preferred.
• Knowledge of financial services products including equities and mutual funds.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Supporting the FA team in cultivating client relationships.
• Executing money movement transactions for clients.
• Educating clients on digital tools.

Skills

Detail-oriented

Advanced Microsoft Office skills

Exceptional writing skills

Interpersonal skills

Time-management skills

Team player

Organizational skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is looking for Registered Client Service Associates in Los Angeles, California. This role involves providing exceptional service and support to Financial Advisors and clients, focusing on building trusted relationships. Candidates should possess strong interpersonal skills and the ability to manage multiple tasks effectively.

The position requires a High School Diploma, with a preference for a college degree. Active Series 7 and other relevant certifications are essential. Expected base pay ranges from $35,152 to $90,000 annually.