Registered Client Services Associate – Wealth Management

Morgan-Stanley; Los Angeles (CA); Sur place; USD 35 000 - 90 000; Plein temps

Résumé du poste

Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools.

Ideal candidates have a valid Series 7/66/63/65, 2+ years of industry experience, and strong MS Office and writing skills. This full-time role offers diverse client-service responsibilities in a fast-paced environment.

Qualifications

• High School Diploma/Equivalency; college degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Strong MS Office skills; excellent writing and interpersonal abilities.

Responsabilités

• Provide client support and service coverage for FA/PWA/team.
• Execute money movement transactions per client/FA/PWA/team requests.
• Answer non-investment questions and relay account details to clients.
• Assist with onboarding, documentation, and digital tool enrollment.

Connaissances

Client service

Interpersonal skills

Time management

Team player

Multitasking

Adaptability

Formation

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65

Outils

MS Office

Description du poste

Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools.

Ideal candidates have a valid Series 7/66/63/65, 2+ years of industry experience, and strong MS Office and writing skills. This full-time role offers diverse client-service responsibilities in a fast-paced environment.