Wealth Client Service Associate – Trusted Client Support

711 MS Smith Barney, LLC; San Mateo (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in our San Mateo area to provide exceptional service to clients and support Financial Advisors. You will assist with client onboarding, account maintenance, money movements, and digital tool enrollment while maintaining strong client relationships.

Ideal candidates hold a HS diploma, college degree preferred, and FINRA licenses (Series 7/66 or 63/65).

Qualifications

• HS diploma required; college degree preferred.
• Active FINRA licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• 2+ years industry experience preferred.
• Knowledge of financial services products including equities, bonds, funds, and insurance.

Responsibilities

• Provide client service coverage for FA/PWA/team and support daily operations.
• Handle money movement requests and answer non-investment questions with accuracy.
• Assist with onboarding, digital tools, and documentation for clients.

Skills

Client service

Interpersonal skills

Microsoft Office

Time management

Team player

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

FINRA Series 7/66/63/65

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley is seeking a Registered Client Service Associate in our San Mateo area to provide exceptional service to clients and support Financial Advisors. You will assist with client onboarding, account maintenance, money movements, and digital tool enrollment while maintaining strong client relationships.

Ideal candidates hold a HS diploma, college degree preferred, and FINRA licenses (Series 7/66 or 63/65).