Wealth Advisory Support Specialist — Client Service

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

Job summary

Morgan Stanley in California is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships by handling daily requests, processing transactions, and answering account questions.

The role emphasizes strong interpersonal and writing skills, mastery of MS Office, and the ability to multitask in a fast-paced environment. Two plus years of industry experience and active Series licenses are preferred.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Strong knowledge of financial services products and MS Office proficiency.
• Excellent writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for FA/PWA/team; cultivate client relationships.
• Execute money movement transactions as requested by clients or team.
• Answer non-investment questions about accounts and display balances.
• Enter profile information and pre-fill documents in clerical capacity.
• Educate/enroll clients in digital tools and onboard accounts.
• Support marketing efforts and participate in firm initiatives.
• Answer inbound/outbound calls and coordinate meetings with Zoom.
• Prepare expense reports and assist with travel arrangements.

Skills

Interpersonal skills

Client service

Time management

Multitasking

Team player

Adaptable

Writing skills

Financial products knowledge

Prioritization

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in California is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships by handling daily requests, processing transactions, and answering account questions.

The role emphasizes strong interpersonal and writing skills, mastery of MS Office, and the ability to multitask in a fast-paced environment. Two plus years of industry experience and active Series licenses are preferred.