Senior Private Wealth Client Services Specialist

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

Job summary

Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and teams in Los Angeles, CA. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to handle routine account inquiries and transactions.

Responsibilities include supporting client relationships, processing money movements, onboarding accounts, educating clients on digital tools, and assisting with marketing and

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• At least 5 years of industry experience required
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills

Responsibilities

• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment related questions concerning client accounts
• Enter profile information or pre-fill account documentation on client accounts
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, collecting client information and required documentation
• Provide clients with details around their account information (investment objectives, risk tolerance)
• Accept or enter unsolicited or solicited orders in a clerical capacity
• Support the FAs/PWAs/teams’ marketing strategy
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Remain current on policies, procedures, and new platforms
• Participate in firm initiatives and training programs

Skills

Interpersonal skills

Client service

Microsoft Office

Series 7

Series 66

Series 63

Series 65

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Senior Registered Client Service Associate to provide exceptional client service and daily support to Financial Advisors and teams in Los Angeles, CA. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to handle routine account inquiries and transactions.

Responsibilities include supporting client relationships, processing money movements, onboarding accounts, educating clients on digital tools, and assisting with marketing and