Private Wealth Client Services Specialist

Morgan Stanley; San Francisco (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 and teams in San Francisco. The role focuses on delivering exceptional client service, handling routine account-related tasks, and educating clients on digital tools.

The candidate should be capable of multitasking in a busy environment and maintaining strong client relationships. The position emphasizes accuracy, organization, and collaboration with FAs/PWAs.

Qualifications

• High School Diploma or equivalent required; 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Excellent written and verbal communication; strong client focus.

Responsibilities

• Provide service coverage for a Financial Advisor/Private Wealth Advisor/team.
• Execute money movement transactions as requested by the client or FA/PWA/team.
• Answer general non-investment questions about client accounts, including balances and positions.
• Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Onboard and maintain client accounts with proper documentation.
• Assist with marketing efforts and carrying out business plans.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Team player

Adaptability

Goal oriented

Education

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

2+ years industry experience

Tools

MS Office (Word, Excel, Outlook, PowerPoint)

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in San Francisco. The role focuses on delivering exceptional client service, handling routine account-related tasks, and educating clients on digital tools.

The candidate should be capable of multitasking in a busy environment and maintaining strong client relationships. The position emphasizes accuracy, organization, and collaboration with FAs/PWAs.