Wealth Advisory Client Services Specialist

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

Job summary

Morgan Stanley is hiring a Registered Client Service Associate to support Financial Advisors and teams, building client relationships and handling routine account tasks. You will assist with money movements, onboarding, and educating clients on digital tools.

The role emphasizes client-first service, strong communication, and multitasking in a fast-paced environment, with opportunities to contribute to team growth.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Active Series 7/66 licenses or Series 63/65 licenses.
• Two+ years of industry experience preferred.

Responsibilities

• Provide service coverage for FA/PWA/team.
• Execute money movement transactions on request.
• Answer general non-investment questions about client accounts.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign).
• Onboard and maintain client accounts in a clerical capacity.
• Support marketing and business plan delivery.
• Stay current on policies, procedures, and new platforms.

Skills

Client service

Interpersonal skills

Time management

Team player

Multitasking

Communication

Education

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Tools

Microsoft Office

MSOnline

eSign/eAuthorization

Job description

Morgan Stanley is hiring a Registered Client Service Associate to support Financial Advisors and teams, building client relationships and handling routine account tasks. You will assist with money movements, onboarding, and educating clients on digital tools.

The role emphasizes client-first service, strong communication, and multitasking in a fast-paced environment, with opportunities to contribute to team growth.