Wealth Advisory Client Service Associate

Morgan-Stanley; Newport Beach (CA); On-site; USD 34,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and transaction support. The role emphasizes client-first service, strong communication, and reliable administrative execution.

The position requires active Series 7 and Series 66/63/65 licenses (as applicable), solid MS Office skills, and the ability to thrive in a fast-paced, collaborative team environment.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Strong writing and interpersonal skills are essential.
• Detail-oriented with superb organizational abilities and prioritization.

Responsibilities

• Provide client service support to FAs/PWAs/teams and manage routine client inquiries.
• Execute money movements and relay account information as directed.
• Educate clients on digital tools and onboard new accounts when needed.
• Assist with marketing activities and support the team’s business plan.

Skills

Interpersonal skills

Writing skills

Time management

Team collaboration

MS Office proficiency

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Newport Beach, CA to support Financial Advisors and Private Wealth Advisors in daily client service, account maintenance, and transaction support. The role emphasizes client-first service, strong communication, and reliable administrative execution.

The position requires active Series 7 and Series 66/63/65 licenses (as applicable), solid MS Office skills, and the ability to thrive in a fast-paced, collaborative team environment.