Financial Services Client Experience Specialist

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

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in serving clients and managing daily tasks. The role emphasizes client relationship development, technology adoption, and accurate clerical support across accounts.

The ideal candidate will have strong communication skills, a service mindset, and the ability to multitask in a fast-paced environment, with knowledge of financial products and client onboarding processes.

Qualifications

• Must have a High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Strong knowledge of financial products (equities, bonds, options, funds, annuities) and managed accounts.
• Excellent written and interpersonal skills.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors/teams in cultivating client relationships.
• Execute money movement transactions as requested.
• Answer general account questions and relay client information (balances, positions).
• Enter profile information and pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details on investment objectives and risk tolerance.
• Assist with marketing efforts and website maintenance.
• Stay current on policies, procedures, and new platforms.
• Participate in training programs and special projects.

Skills

Client relations

Interpersonal skills

Time management

Written communication

Team collaboration

Adaptability

multitasking

Detail-oriented

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Series 7

Series 66

Series 63

Series 65

Two+ years industry experience

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in serving clients and managing daily tasks. The role emphasizes client relationship development, technology adoption, and accurate clerical support across accounts.

The ideal candidate will have strong communication skills, a service mindset, and the ability to multitask in a fast-paced environment, with knowledge of financial products and client onboarding processes.