Wealth Advisory Support Associate

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

Job summary

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams in Pasadena, CA. You will handle client inquiries, process transactions, maintain accounts, and educate clients on digital tools, while delivering exceptional service.

The role focuses on relationship-building, accurate clerical work, and collaboration with FAs/PWAs across the branch, with ongoing training and firm initiatives.

Qualifications

• College degree preferred and active securities licenses.
• Two or more years of industry experience preferred.
• Knowledge of financial services products (equities, bonds, options, funds, annuities, insurance).
• Strong writing, interpersonal and client service skills.
• Advanced MS Office skills (Word, Excel, Outlook, PowerPoint).
• Detail oriented with good prioritization and time management.
• Team player able to collaborate in a fast-paced environment.
• Ability to multitask and adapt to evolving processes.

Responsibilities

• Provide service coverage for a FA/PWA/team and nurture client relationships.
• Execute money movements and relay account information to clients.
• Answer non-investment questions about accounts and balances.
• Enter profile information or pre-fill documents as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, gathering required information.
• Assist with marketing efforts and website maintenance.
• Process unsolicited or solicited orders in a clerical capacity.
• Stay current on policies, procedures, and new platforms.
• Participate in training programs and firm initiatives.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Communication

Multitasking

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Licenses: Series 7, Series 66, Series 63, Series 65

Tools

MS Office

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams in Pasadena, CA. You will handle client inquiries, process transactions, maintain accounts, and educate clients on digital tools, while delivering exceptional service.

The role focuses on relationship-building, accurate clerical work, and collaboration with FAs/PWAs across the branch, with ongoing training and firm initiatives.