Private Wealth Client Services Specialist

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a daily basis.

In this role you will build trusted relationships, assist with daily tasks, manage calendars, process funds movements, and educate clients on digital tools. A strong client-first mindset and superb communication are essential.

Qualifications

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

Responsibilities

• Answering inbound phone calls or making outbound calls with updates on service requests
• Managing the calendar including coordinating meetings or events with logistics such as material prep
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

Skills

Client service

Interpersonal skills

Microsoft Office

Communication

Time management

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a daily basis.

In this role you will build trusted relationships, assist with daily tasks, manage calendars, process funds movements, and educate clients on digital tools. A strong client-first mindset and superb communication are essential.