Senior Private Wealth Client Services Associate

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

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment.

This role emphasizes accuracy, communication, and teamwork as you manage profiles, enroll clients in digital tools, and assist with onboarding and servicing across accounts.

Qualifications

• Requires a High School Diploma or equivalent.
• College degree preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are expected/licensed.
• At least 5 years of industry experience required.

Responsibilities

• Support FAs/PWAs/teams in cultivating client relationships.
• Execute money movement transactions per client/FA request.
• Answer general non-investment questions about accounts and balances.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Teamwork

Writing skills

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment.

This role emphasizes accuracy, communication, and teamwork as you manage profiles, enroll clients in digital tools, and assist with onboarding and servicing across accounts.