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 deliver exceptional service to clients and assist Financial Advisors and Private Wealth Advisors daily. Build trusted relationships through regular client interactions and maintain accounts with accuracy and courtesy.

This role requires strong interpersonal and communication skills, proficiency with MS Office, and the ability to multitask in a fast-paced environment.

Qualifications

• High School Diploma or equivalent is required; college degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred.
• Two or more years of industry experience preferred.
• Knowledge of financial services products and client service mindset.
• Strong writing and interpersonal skills; attention to detail and organization.

Responsibilities

• Provide service coverage for a FA/ PWA/ team and cultivate client relationships.
• Execute money movement transactions and relay account information to clients.
• Onboard and maintain client accounts with required documentation.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Answer inbound/outbound inquiries and manage calendars and meetings.
• Support marketing initiatives and participate in firm programs and projects.

Skills

Interpersonal skills

Client service

Time management

Communication

Detail oriented

Team player

Education

High School Diploma or equivalent

College degree preferred

Series 7

Series 66

Series 63

Series 65

Tools

Microsoft Office

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Job description

Morgan Stanley is seeking a Registered Client Service Associate to deliver exceptional service to clients and assist Financial Advisors and Private Wealth Advisors daily. Build trusted relationships through regular client interactions and maintain accounts with accuracy and courtesy.

This role requires strong interpersonal and communication skills, proficiency with MS Office, and the ability to multitask in a fast-paced environment.