Senior Private Wealth Client Services Lead

Morgan Stanley; Newport Beach (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley in Newport Beach seeks a senior Client Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on delivering an exceptional client experience and strong service coverage for client relationships. Role includes assisting with digital marketing, portfolio tools, and financial planning, while maintaining up-to-date knowledge of firm policies and platforms.

Requires 5+ years experience and relevant licenses; base pay disclosed ranges from $68,000 to

Qualifications

• 5+ years of relevant work experience
• Bachelor degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required

Responsibilities

• Cultivate relationships with business partners and colleagues internally and externally
• Support FA/PWA/team in enhancing client relationships and delivering exceptional service
• Prepare for meetings and track follow-ups; assign daily tasks as needed
• Provide backup coverage for client service associate responsibilities and money movement where required
• Remain current on policies, procedures and new platforms; share best practices with the team
• Assist with business development efforts including marketing, conferences, webinars, and client reporting

Skills

Leadership

Financial products

MS Excel

Attention to detail

Time management

Interpersonal skills

Team player

Adaptable

Goal oriented

Written communication

Education

Bachelor degree or cert

Licenses: Series 7/66 or 63/65

Tools

MS Office

Job description

Morgan Stanley in Newport Beach seeks a senior Client Service Associate to support Financial Advisors and Private Wealth Advisors, focusing on delivering an exceptional client experience and strong service coverage for client relationships. Role includes assisting with digital marketing, portfolio tools, and financial planning, while maintaining up-to-date knowledge of firm policies and platforms.

Requires 5+ years experience and relevant licenses; base pay disclosed ranges from $68,000 to