Private Wealth Client Services Specialist

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

Job summary

Morgan Stanley in Walnut Creek, CA is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions and help with routine account services, money movements, and information on investments.

The role emphasizes organization, compliance, and use of digital tools. You will onboard clients, educate them on MS Online and eSign, answer calls, manage calendars, and

Qualifications

• High School Diploma or equivalent; 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

• Provide service coverage for a FA/PWA/team including client relationship support.
• Execute money movement transactions as requested by the client or FA/PWA/team.
• Answer general non-investment questions about client accounts and balances.
• Onboard and maintain client accounts; collect required documentation.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Assist with calendar coordination, scheduling, and logistics for meetings.

Skills

Series 7

MS Office

Client service

Education

High School Diploma / Equivalency

College degree preferred

Tools

MS Office Suite

Job description

Morgan Stanley in Walnut Creek, CA is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions and help with routine account services, money movements, and information on investments.

The role emphasizes organization, compliance, and use of digital tools. You will onboard clients, educate them on MS Online and eSign, answer calls, manage calendars, and