Financial Advisory Client Services Specialist

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support financial advisors by handling client inquiries, onboarding, and administrative duties. The role emphasizes qualified licensing, client service excellence, and efficient operation within a dynamic team.

Ideal candidates will have 2+ years in financial services, active Series licenses, and strong interpersonal and organizational skills, enabling smooth daily interactions with clients and FA teams.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Active securities licenses required: Series 7 and Series 66 (or 63) and Series 65.
• 2+ years of industry experience preferred.
• Knowledge of financial products: equities, bonds, options, funds, annuities, insurance, managed accounts.
• Detail oriented with strong organizational skills and prioritization.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Strong writing, interpersonal and client service skills.
• Excellent time management and multitasking abilities.
• Team player able to collaborate in a fast-paced environment.

Responsibilities

• Provide support coverage for an FA team, assisting in client relationship cultivation and servicing.
• Process money movement and relay account information and balances as needed.
• Educate and enroll clients in digital tools and onboard accounts with required documentation.
• Assist with marketing efforts and help execute the team’s business plan and client service model.
• Handle routine inquiries and maintain accurate records, schedules, and travel plans.

Skills

Client service

Interpersonal skills

Attention to detail

Time management

Microsoft Office

Writing skills

Team player

Adaptability

Multitasking

Industry knowledge

Financial products knowledge

Series 7/66/63/65

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7/66/63/65

Tools

MS Office Suite

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support financial advisors by handling client inquiries, onboarding, and administrative duties. The role emphasizes qualified licensing, client service excellence, and efficient operation within a dynamic team.

Ideal candidates will have 2+ years in financial services, active Series licenses, and strong interpersonal and organizational skills, enabling smooth daily interactions with clients and FA teams.