Private Wealth Client Service Associate — Growth & Impact

PowerToFly; Menlo Park (CA); On-site; USD 35,152 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Client Service Associate in the United States (Menlo Park area). You will support Financial Advisors and Private Wealth teams by cultivating client relationships, handling requests, and preparing plans and reports for client meetings.

The role emphasizes strong communication, a client-first mindset, and collaboration with advisors while maintaining accuracy across documentation and platforms.

Qualifications

• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling requests.
• Identify Firm services and digital offerings to support client needs.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, collect information and documentation.
• Input orders, discuss reinvestment options and corporate actions with advisors.
• Prepare financial plans, client reports, and materials for meetings.
• Review client account alerts and take appropriate actions.

Skills

Interpersonal skills

Client service

Microsoft Office

Organizational skills

Communication

Team player

Education

High School Diploma

College degree preferred

Series 7/66/63/65 willingness

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in the United States (Menlo Park area). You will support Financial Advisors and Private Wealth teams by cultivating client relationships, handling requests, and preparing plans and reports for client meetings.

The role emphasizes strong communication, a client-first mindset, and collaboration with advisors while maintaining accuracy across documentation and platforms.