Wealth Client Services Associate

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

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes maintaining client relationships, processing transactions, and guiding clients through digital tools.

Strong communication and organizational skills are essential. The position involves team collaboration, calendar management, travel/trip expenses, and ongoing process improvement within a fast-paced environment.

Qualifications

• Knowledge of financial services products including equities, bonds, mutual funds, annuities, and insurance.
• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.
• Strong time management and multitasking abilities.

Responsibilities

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions upon request.
• Answer general non-investment questions about client accounts and balances.
• Enter profile information or pre-fill account documentation as directed.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.
• Provide clients with details around their account information and objectives.
• Accept or enter unsolicited or solicited orders in a clerical capacity.
• Support marketing strategies and collaborative business planning.
• Remain current on policies, procedures, and new platforms.

Job description

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role emphasizes maintaining client relationships, processing transactions, and guiding clients through digital tools.

Strong communication and organizational skills are essential. The position involves team collaboration, calendar management, travel/trip expenses, and ongoing process improvement within a fast-paced environment.